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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
$1.05B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
771
New
Increased
Reduced
Closed

Top Buys

1
+$6.91M
2
+$3.8M
3
+$2.88M
4
AAPL icon
Apple
AAPL
+$2.84M
5
MSFT icon
Microsoft
MSFT
+$1.84M

Top Sells

1
+$2.41M
2
+$2.37M
3
+$1.85M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.61M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.29M

Sector Composition

1 Technology 7.68%
2 Healthcare 5.32%
3 Financials 3.58%
4 Consumer Discretionary 3.1%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$12K ﹤0.01%
76
+1
577
$11K ﹤0.01%
200
578
$11K ﹤0.01%
754
579
$11K ﹤0.01%
1,952
580
$11K ﹤0.01%
225
581
$11K ﹤0.01%
+29
582
$10K ﹤0.01%
187
583
$10K ﹤0.01%
198
584
$10K ﹤0.01%
9
585
$10K ﹤0.01%
237
586
$10K ﹤0.01%
300
587
$10K ﹤0.01%
300
588
$10K ﹤0.01%
750
589
$10K ﹤0.01%
1,000
590
$10K ﹤0.01%
541
591
$10K ﹤0.01%
45
592
$9K ﹤0.01%
189
593
$9K ﹤0.01%
248
594
$9K ﹤0.01%
+300
595
$9K ﹤0.01%
192
596
$9K ﹤0.01%
156
597
$9K ﹤0.01%
2,214
598
$9K ﹤0.01%
214
599
$9K ﹤0.01%
345
600
$9K ﹤0.01%
72
22 23
24
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