CAL

Capital Advisors Ltd Portfolio holdings

AUM $887M
1-Year Est. Return 13.71%
This Quarter Est. Return
1 Year Est. Return
+13.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$887M
AUM Growth
+$1.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,611
New
Increased
Reduced
Closed

Top Buys

1 +$68.1M
2 +$10.1M
3 +$9.8M
4
WYNN icon
Wynn Resorts
WYNN
+$8.86M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$2.76M

Top Sells

1 +$32.1M
2 +$21.9M
3 +$6.51M
4
DKNG icon
DraftKings
DKNG
+$5.36M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.79M

Sector Composition

1 Technology 4.41%
2 Consumer Discretionary 2.23%
3 Financials 2.01%
4 Industrials 1.64%
5 Healthcare 1.18%