CAL

Capital Advisors Ltd Portfolio holdings

AUM $811M
This Quarter Return
-3.12%
1 Year Return
+12.16%
3 Year Return
+48.52%
5 Year Return
+80.47%
10 Year Return
+144.22%
AUM
$759M
AUM Growth
-$34.2M
Cap. Flow
-$4.59M
Cap. Flow %
-0.6%
Top 10 Hldgs %
40.79%
Holding
1,637
New
100
Increased
324
Reduced
353
Closed
129
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$0﹤0.01%
+4
New
$0﹤0.01%
+20
New
$0﹤0.01% 3
$0﹤0.01% 4
$0﹤0.01% 19
$0﹤0.01% 5
$0﹤0.01% 14
$0﹤0.01%
+3
New
$0﹤0.01% 49
-6
Closed
-$1K
-322
Closed
-$8K
-269
Closed
-$10K
-4
Closed
-26
Closed
-$1K
-429
Closed
-3
Closed
-21
Closed
-$1K
$0﹤0.01%
+16
New
$0﹤0.01% 23
$0﹤0.01% 3
-497
-99%
-48
Closed
$0﹤0.01% 18
+5
+38%
$0﹤0.01%
+66
New
$0﹤0.01% 7
$0﹤0.01% 1