CAL
Capital Advisors Ltd Portfolio holdings
AUM
$811M
This Quarter Return
-0.23%
1 Year Return
+12.16%
3 Year Return
+48.52%
5 Year Return
+80.47%
10 Year Return
+144.22%
AUM
$793M
AUM Growth
+$793M
(-1.6%)
Cap. Flow
-$394K
Cap. Flow
% of AUM
-0.05%
Top 10 Holdings %
Top 10 Hldgs %
41.76%
Holding
1,642
New
88
Increased
384
Reduced
233
Closed
105
Top Buys
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 5.55% |
| 2 | Technology | 4.05% |
| 3 | Financials | 1.94% |
| 4 | Industrials | 1.54% |
| 5 | Healthcare | 1.21% |
