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
$410M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$2.09M
3
+$2.05M
4
EBAY icon
eBay
EBAY
+$2.04M
5
LYB icon
LyondellBasell Industries
LYB
+$1.46M

Top Sells

1
+$2.96M
2
+$2.79M
3
+$2.37M
4
TTWO icon
Take-Two Interactive
TTWO
+$2.21M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.12M

Sector Composition

1 Financials 5%
2 Healthcare 4.62%
3 Consumer Discretionary 4.05%
4 Industrials 3.67%
5 Technology 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7.03K ﹤0.01%
200
352
$6.66K ﹤0.01%
107
-1
353
$6.28K ﹤0.01%
234
354
$5.75K ﹤0.01%
25
355
$5.12K ﹤0.01%
+30
356
$5.07K ﹤0.01%
125
357
$5.06K ﹤0.01%
285
+75
358
$4.85K ﹤0.01%
244
359
$4.81K ﹤0.01%
50
360
$4.81K ﹤0.01%
100
361
$4.77K ﹤0.01%
77
362
$4.74K ﹤0.01%
200
363
$4.73K ﹤0.01%
290
+75
364
$4.66K ﹤0.01%
179
+49
365
$4.36K ﹤0.01%
142
366
$4.1K ﹤0.01%
100
367
$3.87K ﹤0.01%
74
368
$3.58K ﹤0.01%
25
369
$3.53K ﹤0.01%
155
370
$3.23K ﹤0.01%
28
371
$3.14K ﹤0.01%
+2
372
$2.87K ﹤0.01%
200
373
$2.14K ﹤0.01%
+100
374
$2.06K ﹤0.01%
54
375
$2.06K ﹤0.01%
41
12 13 14
15
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