CAL
Capital Advisors Ltd Portfolio holdings
AUM
$811M
1-Year Return
12.16%
This Quarter Return
+6.86%
1 Year Return
+12.16%
3 Year Return
+48.52%
5 Year Return
+80.47%
10 Year Return
+144.22%
AUM
$151M
AUM Growth
–
Cap. Flow
+$151M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
51.78%
Holding
316
New
314
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$18M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$12M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
$8.43M |
| 4 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$6.7M |
| 5 |
SPDR S&P Dividend ETF
SDY
|
$6.56M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 1.48% |
| 2 | Technology | 1.1% |
| 3 | Real Estate | 0.73% |
| 4 | Industrials | 0.71% |
| 5 | Healthcare | 0.61% |
