CAL

Capital Analysts LLC Portfolio holdings

AUM $3.29B
1-Year Est. Return 15.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$497M
AUM Growth
-$1.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$2.75M
3
+$2.72M
4
AGN
Allergan plc
AGN
+$2.72M
5
APD icon
Air Products & Chemicals
APD
+$2.15M

Top Sells

1
+$9.54M
2
+$5.83M
3
+$4.56M
4
PSX icon
Phillips 66
PSX
+$2.89M
5
BIIB icon
Biogen
BIIB
+$2.83M

Sector Composition

1 Healthcare 5.61%
2 Financials 5.07%
3 Consumer Discretionary 4.4%
4 Industrials 4.26%
5 Technology 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
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