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
$946M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Sells

1 +$14.3M
2 +$13.6M
3 +$11.6M
4
FDX icon
FedEx
FDX
+$4.72M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.94M

Sector Composition

1 Technology 5.79%
2 Financials 4.92%
3 Healthcare 4.89%
4 Industrials 3.29%
5 Consumer Discretionary 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$9K ﹤0.01%
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552
$9K ﹤0.01%
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0
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575
$7K ﹤0.01%
84