CAL
Capital Advisors Ltd Portfolio holdings
AUM
$811M
This Quarter Return
+9.68%
1 Year Return
+12.16%
3 Year Return
+48.52%
5 Year Return
+80.47%
10 Year Return
+144.22%
AUM
$712M
AUM Growth
+$712M
(+9.1%)
Cap. Flow
-$1.66M
Cap. Flow
% of AUM
-0.23%
Top 10 Holdings %
Top 10 Hldgs %
42.64%
Holding
1,550
New
106
Increased
266
Reduced
278
Closed
126
Top Buys
Top Sells
| 1 |
Stellantis
STLA
|
$5.31M |
| 2 |
SPDR S&P Dividend ETF
SDY
|
$825K |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$703K |
| 4 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$662K |
| 5 |
Apple
AAPL
|
$620K |
Sector Composition
| 1 | Consumer Discretionary | 9.23% |
| 2 | Technology | 3.31% |
| 3 | Financials | 1.65% |
| 4 | Industrials | 1.57% |
| 5 | Healthcare | 1.34% |
