CAL

Capital Advisors Ltd Portfolio holdings

AUM $885M
1-Year Est. Return 11.96%
This Quarter Est. Return
1 Year Est. Return
+11.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$793M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,642
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 5.55%
2 Technology 4.05%
3 Financials 1.94%
4 Industrials 1.54%
5 Healthcare 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
$1K ﹤0.01%
16
1177
$1K ﹤0.01%
13
1178
$1K ﹤0.01%
27
1179
$1K ﹤0.01%
34
1180
$1K ﹤0.01%
+49
1181
$1K ﹤0.01%
68
1182
$1K ﹤0.01%
22
1183
$1K ﹤0.01%
19
+9
1184
$1K ﹤0.01%
32
1185
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13
1186
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35
1187
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1188
$1K ﹤0.01%
2
1189
$1K ﹤0.01%
+13
1190
$1K ﹤0.01%
89
1191
$1K ﹤0.01%
31
1192
$1K ﹤0.01%
27
1193
$1K ﹤0.01%
40
1194
$1K ﹤0.01%
12
1195
$1K ﹤0.01%
6
1196
$1K ﹤0.01%
90
1197
$1K ﹤0.01%
18
1198
$1K ﹤0.01%
3
1199
$1K ﹤0.01%
64
1200
$1K ﹤0.01%
12