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CAL
Capital Analysts LLC Portfolio holdings
AUM
$3.81B
1-Year Est. Return
15.53%
This Fund
S&P 500
1 Year Est. Return
+15.53%
AUM
$1.49B
AUM Growth
+$42M
(+2.9%)
Holding
1,129
Top Buys
| 1 | +$9.75M | |
| 2 | +$5.93M | |
| 3 | +$5.63M | |
| 4 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
+$2.62M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$2.5M |
Top Sells
| 1 | +$15.9M | |
| 2 | +$7.99M | |
| 3 | +$5.82M | |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$5.13M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$4.57M |
Sector Composition
| 1 | Technology | 6.96% |
| 2 | Financials | 4.91% |
| 3 | Healthcare | 4.46% |
| 4 | Industrials | 3.51% |
| 5 | Consumer Discretionary | 2.68% |