CAL

Capital Advisors Ltd Portfolio holdings

AUM $885M
1-Year Est. Return 11.96%
This Quarter Est. Return
1 Year Est. Return
+11.96%
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 Sells

1 +$653K
2 +$649K
3 +$440K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$212K
5
VTV icon
Vanguard Value ETF
VTV
+$178K

Sector Composition

1 Technology 4.65%
2 Consumer Discretionary 4.56%
3 Financials 2%
4 Industrials 1.59%
5 Healthcare 1.16%