CAL
Capital Advisors Ltd Portfolio holdings
AUM $811M
This Quarter Return
-3.12%
1 Year Return
+12.16%
3 Year Return
+48.52%
5 Year Return
+80.47%
10 Year Return
+144.22%
AUM
$759M
AUM Growth
-$34.2M (-4%)
Cap. Flow
-$4.59M
Cap. Flow % of AUM
-0.6%
Top 10 Holdings %Top 10 Hldgs %
40.79%
Holding
1,637
New
100
Increased
324
Reduced
353
Closed
129
Top Buys
1 | $1.84M | |
2 | $685K | |
3 | $574K | |
4 | $568K | |
5 | $499K |
Top Sells
1 | $1.08M | |
2 | $1.08M | |
3 | $890K | |
4 | $704K | |
5 | $636K |
Sector Composition
1 | Consumer Discretionary | 4.7% |
2 | Technology | 3.82% |
3 | Financials | 2.1% |
4 | Industrials | 1.6% |
5 | Healthcare | 1.37% |