CAL

Capital Analysts LLC Portfolio holdings

AUM $3.43B
1-Year Est. Return 13.05%
This Quarter Est. Return
1 Year Est. Return
+13.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.14B
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$29.2M
3
+$9.79M
4
WMT icon
Walmart
WMT
+$9.66M
5
OEF icon
iShares S&P 100 ETF
OEF
+$7.16M

Top Sells

1
+$21.5M
2
+$21.4M
3
+$14.2M
4
BG icon
Bunge Global
BG
+$8.89M
5
WM icon
Waste Management
WM
+$7.82M

Sector Composition

1 Technology 7.41%
2 Financials 5.29%
3 Healthcare 4.5%
4 Industrials 3.17%
5 Energy 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$25K ﹤0.01%
900
777
$25K ﹤0.01%
1,510
-10
778
$25K ﹤0.01%
466
779
$25K ﹤0.01%
2,791
+18
780
$25K ﹤0.01%
407
+2
781
$25K ﹤0.01%
997
782
$25K ﹤0.01%
616
783
$25K ﹤0.01%
977
784
$25K ﹤0.01%
254
+2
785
$25K ﹤0.01%
+72
786
$25K ﹤0.01%
674
787
$25K ﹤0.01%
431
+9
788
$24K ﹤0.01%
363
+3
789
$24K ﹤0.01%
578
+200
790
$24K ﹤0.01%
451
791
$24K ﹤0.01%
491
792
$24K ﹤0.01%
888
+158
793
$23K ﹤0.01%
+186
794
$23K ﹤0.01%
100
795
$23K ﹤0.01%
306
+1
796
$23K ﹤0.01%
1,874
797
$23K ﹤0.01%
179
+140
798
$23K ﹤0.01%
80
-7
799
$23K ﹤0.01%
104
800
$23K ﹤0.01%
+876
30 31
32
33 34