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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
1251
$1K ﹤0.01%
19
-101
1252
$1K ﹤0.01%
+15
1253
$1K ﹤0.01%
34
1254
$1K ﹤0.01%
39
1255
$1K ﹤0.01%
48
-2,869
1256
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1257
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1258
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60
+16
1259
$1K ﹤0.01%
17
-157
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$1K ﹤0.01%
19
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7
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31
1263
$1K ﹤0.01%
68
+1
1264
$1K ﹤0.01%
8
1265
$1K ﹤0.01%
264
-80
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+24
1268
$1K ﹤0.01%
2
1269
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12
1270
$1K ﹤0.01%
3
1271
$1K ﹤0.01%
54
1272
$1K ﹤0.01%
18
1273
$1K ﹤0.01%
35
1274
$1K ﹤0.01%
32
-518
1275
$1K ﹤0.01%
203
49 50
51
52 53