CAL
Capital Advisors Ltd Portfolio holdings
AUM
$811M
1-Year Return
12.16%
This Quarter Return
+4.54%
1 Year Return
+12.16%
3 Year Return
+48.52%
5 Year Return
+80.47%
10 Year Return
+144.22%
AUM
$260M
AUM Growth
+$17.4M
(+7.2%)
Cap. Flow
+$6.69M
Cap. Flow
% of AUM
2.58%
Top 10 Holdings %
Top 10 Hldgs %
49.93%
Holding
409
New
12
Increased
67
Reduced
33
Closed
20
Top Buys
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.52M |
| 2 |
iShares Global 100 ETF
IOO
|
$719K |
| 3 |
Vanguard Total Bond Market
BND
|
$182K |
| 4 |
FCE.A
Forest City Realty Trust, Inc.
FCE.A
|
$155K |
| 5 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$92K |
Sector Composition
| 1 | Technology | 0.81% |
| 2 | Energy | 0.75% |
| 3 | Consumer Staples | 0.74% |
| 4 | Healthcare | 0.73% |
| 5 | Industrials | 0.7% |
