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CAL

Capital Advisors Ltd Portfolio holdings

AUM $880M
1-Year Est. Return 15.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$885M
AUM Growth
+$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,584
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$7.16M
3
+$2.42M
4
DTCR icon
Global X Data Center & Digital Infrastructure ETF
DTCR
+$967K
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$902K

Top Sells

1
+$649K
2
+$617K
3
+$428K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$209K
5
VTV icon
Vanguard Value ETF
VTV
+$173K

Sector Composition

1 Technology 4.64%
2 Consumer Discretionary 4.56%
3 Financials 2.01%
4 Industrials 1.59%
5 Healthcare 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$473K 0.05%
2,770
177
$471K 0.05%
4,246
+11
178
$464K 0.05%
6,784
+43
179
$459K 0.05%
16,815
+4,181
180
$459K 0.05%
2,078
-1
181
$453K 0.05%
5,356
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182
$450K 0.05%
7,837
-1,900
183
$445K 0.05%
5,262
184
$443K 0.05%
3,108
185
$440K 0.05%
2,410
+28
186
$439K 0.05%
9,097
187
$438K 0.05%
1,318
188
$434K 0.05%
635
189
$434K 0.05%
4,211
+2
190
$432K 0.05%
724
-35
191
$430K 0.05%
556
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192
$429K 0.05%
15,380
193
$427K 0.05%
1,639
194
$423K 0.05%
1,222
195
$411K 0.05%
2,008
-146
196
$397K 0.04%
817
197
$396K 0.04%
7,692
+18
198
$396K 0.04%
415
199
$389K 0.04%
7,546
+22
200
$385K 0.04%
4,587
-145
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