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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
726
$1K ﹤0.01%
401
+1
727
$1K ﹤0.01%
11
728
$1K ﹤0.01%
69
729
$1K ﹤0.01%
14
-14,428
730
$1K ﹤0.01%
55
731
$1K ﹤0.01%
25
732
$1K ﹤0.01%
131
+2
733
$1K ﹤0.01%
103
734
$1K ﹤0.01%
12
735
$1K ﹤0.01%
25
736
$1K ﹤0.01%
20
737
$1K ﹤0.01%
+134
738
$1K ﹤0.01%
28
+1
739
$1K ﹤0.01%
32
740
$1K ﹤0.01%
+11
741
$1K ﹤0.01%
11
742
$1K ﹤0.01%
197
743
$1K ﹤0.01%
83
744
$1K ﹤0.01%
+14
745
$1K ﹤0.01%
59
746
$1K ﹤0.01%
29
747
$1K ﹤0.01%
+69
748
$1K ﹤0.01%
+10
749
$1K ﹤0.01%
82
750
$1K ﹤0.01%
150
27 28 29
30
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