CAL

Capital Analysts LLC Portfolio holdings

AUM $3.43B
1-Year Est. Return 13.05%
This Quarter Est. Return
1 Year Est. Return
+13.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$317M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 4.48%
2 Industrials 4.42%
3 Consumer Discretionary 4.33%
4 Financials 3.5%
5 Consumer Staples 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$26.9K 0.01%
+199
227
$26.7K 0.01%
+257
228
$26.6K 0.01%
+405
229
$26.6K 0.01%
+167
230
$26K 0.01%
+777
231
$26K 0.01%
+570
232
$25.7K 0.01%
+1,524
233
$25.2K 0.01%
+570
234
$24.8K 0.01%
+493
235
$24.8K 0.01%
+312
236
$24.7K 0.01%
+439
237
$24.5K 0.01%
+354
238
$24.4K 0.01%
+399
239
$24.3K 0.01%
+975
240
$24.1K 0.01%
+635
241
$24K 0.01%
+310
242
$23.9K 0.01%
+641
243
$23.5K 0.01%
+2,132
244
$23.5K 0.01%
+402
245
$23.5K 0.01%
+762
246
$23.3K 0.01%
+1,720
247
$22.7K 0.01%
+628
248
$22.2K 0.01%
+1,034
249
$21.2K 0.01%
+5,292
250
$20.5K 0.01%
+400