We are live on
!
Find out more
CAL
Capital Analysts LLC Portfolio holdings
AUM
$3.81B
1-Year Est. Return
15.53%
This Fund
S&P 500
1 Year Est. Return
+15.53%
AUM
$952M
AUM Growth
+$137M
(+17%)
Holding
736
Top Buys
| 1 | +$38.5M | |
| 2 | +$12.9M | |
| 3 | +$12.1M | |
| 4 |
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$6.7M |
| 5 |
ConocoPhillips
COP
|
+$3.7M |
Top Sells
| 1 | +$24.1M | |
| 2 | +$7.09M | |
| 3 | +$7M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$5.34M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$4.68M |
Sector Composition
| 1 | Technology | 7.28% |
| 2 | Healthcare | 5.26% |
| 3 | Financials | 3.93% |
| 4 | Industrials | 2.85% |
| 5 | Consumer Discretionary | 2.52% |