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CAL

Capital Advisors Ltd Portfolio holdings

AUM $880M
1-Year Est. Return 15.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$885M
AUM Growth
+$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,584
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$7.16M
3
+$2.42M
4
DTCR icon
Global X Data Center & Digital Infrastructure ETF
DTCR
+$967K
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$902K

Top Sells

1
+$649K
2
+$617K
3
+$428K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$209K
5
VTV icon
Vanguard Value ETF
VTV
+$173K

Sector Composition

1 Technology 4.64%
2 Consumer Discretionary 4.56%
3 Financials 2.01%
4 Industrials 1.59%
5 Healthcare 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$1K ﹤0.01%
4
1177
$1K ﹤0.01%
5
1178
$1K ﹤0.01%
46
1179
$1K ﹤0.01%
4
1180
$1K ﹤0.01%
9
1181
$1K ﹤0.01%
+6,836
1182
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3
1183
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1184
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26
1185
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7
1186
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98
1187
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8
1189
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1190
$1K ﹤0.01%
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1191
$1K ﹤0.01%
10
1192
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85
+73
1193
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63
1196
$1K ﹤0.01%
3
1197
$1K ﹤0.01%
7
1198
$1K ﹤0.01%
454
1199
$1K ﹤0.01%
+22
1200
$1K ﹤0.01%
6
46 47
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49 50