CAL
Capital Advisors Ltd Portfolio holdings
AUM
$811M
This Quarter Return
-20.34%
1 Year Return
+12.16%
3 Year Return
+48.52%
5 Year Return
+80.47%
10 Year Return
+144.22%
AUM
$319M
AUM Growth
-$73.2M
(-19%)
Cap. Flow
+$9.38M
Cap. Flow
% of AUM
2.94%
Top 10 Holdings %
Top 10 Hldgs %
44.99%
Holding
487
New
65
Increased
117
Reduced
86
Closed
14
Top Buys
| 1 |
Utilities Select Sector SPDR Fund
XLU
|
$1.09M |
| 2 |
Industrial Select Sector SPDR Fund
XLI
|
$1.09M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$1.02M |
| 4 |
iShares US Aerospace & Defense ETF
ITA
|
$1.02M |
| 5 |
iShares US Transportation ETF
IYT
|
$966K |
Top Sells
Sector Composition
| 1 | Technology | 1.68% |
| 2 | Industrials | 1.28% |
| 3 | Financials | 0.98% |
| 4 | Healthcare | 0.94% |
| 5 | Consumer Staples | 0.49% |
