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CAL

Capital Analysts LLC Portfolio holdings

AUM $3.81B
1-Year Est. Return 15.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.53%
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
+$1.78M
2
+$1.68M
3
+$1.67M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.22M
5
AET
Aetna Inc
AET
+$1.11M

Top Sells

1
+$2.67M
2
+$2.55M
3
+$2.46M
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
301
$1.86K ﹤0.01%
32
302
$1.81K ﹤0.01%
64
303
$1.73K ﹤0.01%
+33
304
$1.73K ﹤0.01%
38
305
$1.53K ﹤0.01%
40
306
– –
-25,006
307
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-50,164
308
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309
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310
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311
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-20,245
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-370
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315
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316
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317
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-687
318
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319
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-786
321
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