Portfolio (Quarterly)
Guide ↗
Capital Advisors, Ltd. LLC
· CIK 0001597878| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | TRIP | TRIPADVISOR INC | Consumer Cyclical | 22 | — | — | SOLD |
| 82 | UPST | UPSTART HLDGS INC | Financial Services | 5 | — | — | SOLD |
| 83 | VICI | VICI PPTYS INC | Real Estate | 2 | — | — | SOLD |
| 84 | WWW | WOLVERINE WORLD WIDE INC | Consumer Cyclical | 7 | — | — | SOLD |
| 85 | CPRI | CAPRI HOLDINGS LIMITED | Consumer Cyclical | 5 | — | — | SOLD |
| 86 | PRGO | PERRIGO CO PLC | Healthcare | 5 | — | — | SOLD |
| 87 | WIX | WIX COM LTD | Technology | 3 | — | — | SOLD |
Sector Allocation
Financial Services
54.1%
Technology
14.7%
Consumer Cyclical
9.5%
Industrials
8.2%
Healthcare
4.5%
Consumer Defensive
2.5%
Communication Services
2.3%
Energy
1.9%
Utilities
0.9%
Basic Materials
0.8%