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
$334M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.71M
3
+$1.7M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.23M
5
AET
Aetna Inc
AET
+$1.11M

Top Sells

1
+$2.69M
2
+$2.55M
3
+$2.43M
4
BRCM
BROADCOM CORP CL-A
BRCM
+$1.7M
5
PAA icon
Plains All American Pipeline
PAA
+$1.01M

Sector Composition

1 Industrials 4.35%
2 Healthcare 4.27%
3 Consumer Discretionary 4.1%
4 Financials 3.88%
5 Consumer Staples 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$34.6K 0.01%
+800
227
$34.5K 0.01%
358
-25,158
228
$32.9K 0.01%
500
229
$32.1K 0.01%
576
+2
230
$31.6K 0.01%
324
231
$31.2K 0.01%
+391
232
$29.5K 0.01%
570
233
$29.2K 0.01%
1,480
234
$28.4K 0.01%
454
-56
235
$26.1K 0.01%
926
-124
236
$25.4K 0.01%
237
-31
237
$25.1K 0.01%
400
238
$24.6K 0.01%
+369
239
$23.6K 0.01%
613
-67
240
$23.6K 0.01%
1,333
-191
241
$23.5K 0.01%
310
242
$23.4K 0.01%
641
243
$23.3K 0.01%
393
-46
244
$23.2K 0.01%
550
245
$23.1K 0.01%
+420
246
$23.1K 0.01%
+873
247
$23.1K 0.01%
227
-30
248
$22.7K 0.01%
2,380
+2,312
249
$22.7K 0.01%
354
-51
250
$22.6K 0.01%
692
-85
8 9
10
11 12