CAL
Capital Advisors Ltd Portfolio holdings
AUM
$885M
1-Year Est. Return
11.96%
1 Year Est. Return
+11.96%
AUM
$811M
AUM Growth
+$51.4M
(+6.8%)
Holding
1,686
Top Buys
| 1 | +$988K | |
| 2 | +$817K | |
| 3 | +$624K | |
| 4 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$547K |
| 5 |
iShares Core Dividend Growth ETF
DGRO
|
+$433K |
Top Sells
| 1 | +$2.31M | |
| 2 | +$2.18M | |
| 3 | +$1.93M | |
| 4 |
iShares US Aerospace & Defense ETF
ITA
|
+$1.11M |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
+$1.03M |
Sector Composition
| 1 | Consumer Discretionary | 4.99% |
| 2 | Technology | 4.14% |
| 3 | Financials | 2.13% |
| 4 | Industrials | 1.56% |
| 5 | Healthcare | 1.12% |
