CAL

Capital Analysts LLC Portfolio holdings

AUM $3B
1-Year Est. Return 13.22%
This Quarter Est. Return
1 Year Est. Return
+13.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$865M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1 +$6.83M
2 +$4.22M
3 +$4.16M
4
ZTS icon
Zoetis
ZTS
+$4.13M
5
MDT icon
Medtronic
MDT
+$3.99M

Sector Composition

1 Technology 5.59%
2 Healthcare 5.55%
3 Financials 4.89%
4 Industrials 3.89%
5 Consumer Discretionary 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
-29
677
-83
678
-29
679
-199
680
-1,944
681
-387
682
-2,566
683
-128