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
$746M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$3.72M
3
+$3.63M
4
CP icon
Canadian Pacific Kansas City
CP
+$3.55M
5
FDX icon
FedEx
FDX
+$3.53M

Top Sells

1
+$5.07M
2
+$4.8M
3
+$3.5M
4
EFX icon
Equifax
EFX
+$3.03M
5
IPG
Interpublic Group of Companies
IPG
+$2.97M

Sector Composition

1 Technology 5.14%
2 Financials 4.63%
3 Consumer Discretionary 4.43%
4 Industrials 4.38%
5 Healthcare 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$21K ﹤0.01%
176
-97
352
$21K ﹤0.01%
1,032
-736
353
$19K ﹤0.01%
777
354
$19K ﹤0.01%
150
-4,105
355
$18K ﹤0.01%
200
356
$17K ﹤0.01%
512
357
$17K ﹤0.01%
+448
358
$16K ﹤0.01%
332
-180
359
$15K ﹤0.01%
750
360
$15K ﹤0.01%
191
-29,974
361
$15K ﹤0.01%
+193
362
$15K ﹤0.01%
+164
363
$15K ﹤0.01%
+293
364
$14K ﹤0.01%
385
365
$14K ﹤0.01%
+130
366
$14K ﹤0.01%
150
367
$14K ﹤0.01%
370
368
$13K ﹤0.01%
+267
369
$13K ﹤0.01%
200
370
$12K ﹤0.01%
+55
371
$12K ﹤0.01%
+177
372
$12K ﹤0.01%
+87
373
$12K ﹤0.01%
+140
374
$12K ﹤0.01%
+155
375
$11K ﹤0.01%
+182
13 14
15
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