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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
1201
$1K ﹤0.01%
98
1202
$1K ﹤0.01%
76
1203
$1K ﹤0.01%
320
1204
$1K ﹤0.01%
24
1205
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42
+1
1206
$1K ﹤0.01%
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1207
$1K ﹤0.01%
2,367
1208
$1K ﹤0.01%
6
1209
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4
1210
$1K ﹤0.01%
2
1211
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1212
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1213
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1214
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+14
1215
$1K ﹤0.01%
167
-240
1216
$1K ﹤0.01%
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1217
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1218
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1219
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1220
$1K ﹤0.01%
13
1221
$1K ﹤0.01%
69
1222
$1K ﹤0.01%
18
1223
$1K ﹤0.01%
37
+16
1224
$1K ﹤0.01%
11
1225
$1K ﹤0.01%
149
47 48
49
50 51