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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
$1.45B
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,140
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$18.8M
3
+$14.2M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$13.4M
5
AAPL icon
Apple
AAPL
+$6.51M

Top Sells

1
+$24.4M
2
+$8.75M
3
+$6.91M
4
ALLY icon
Ally Financial
ALLY
+$4.53M
5
NEM icon
Newmont
NEM
+$2.22M

Sector Composition

1 Technology 6.89%
2 Healthcare 4.85%
3 Financials 4%
4 Industrials 3.11%
5 Energy 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$12K ﹤0.01%
198
777
$12K ﹤0.01%
1,789
+24
778
$12K ﹤0.01%
255
779
$12K ﹤0.01%
44
+6
780
$12K ﹤0.01%
575
781
$12K ﹤0.01%
226
782
$12K ﹤0.01%
815
+21
783
$11K ﹤0.01%
62
784
$11K ﹤0.01%
247
785
$11K ﹤0.01%
795
+6
786
$11K ﹤0.01%
26
+4
787
$11K ﹤0.01%
687
+10
788
$11K ﹤0.01%
300
789
$11K ﹤0.01%
+208
790
$11K ﹤0.01%
772
-718
791
$11K ﹤0.01%
+200
792
$11K ﹤0.01%
140
+25
793
$10K ﹤0.01%
604
+7
794
$10K ﹤0.01%
+349
795
$10K ﹤0.01%
434
+9
796
$10K ﹤0.01%
109
797
$10K ﹤0.01%
660
798
$10K ﹤0.01%
80
799
$10K ﹤0.01%
522
800
$10K ﹤0.01%
1,000
30 31
32
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