CAL
Capital Advisors Ltd Portfolio holdings
AUM
$811M
1-Year Return
12.16%
This Quarter Return
+3.89%
1 Year Return
+12.16%
3 Year Return
+48.52%
5 Year Return
+80.47%
10 Year Return
+144.22%
AUM
$184M
AUM Growth
+$7.77M
(+4.4%)
Cap. Flow
+$1.52M
Cap. Flow
% of AUM
0.83%
Top 10 Holdings %
Top 10 Hldgs %
53.37%
Holding
334
New
10
Increased
82
Reduced
39
Closed
14
Top Buys
| 1 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$647K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$646K |
| 3 |
iShares Core High Dividend ETF
HDV
|
$632K |
| 4 |
Kinder Morgan
KMI
|
$554K |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$532K |
Top Sells
Sector Composition
| 1 | Energy | 2.03% |
| 2 | Healthcare | 1.06% |
| 3 | Consumer Staples | 0.93% |
| 4 | Real Estate | 0.79% |
| 5 | Industrials | 0.71% |
