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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
$1.44B
AUM Growth
-$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,049
New
Increased
Reduced
Closed

Top Buys

1
+$27.7M
2
+$15.7M
3
+$6.66M
4
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$6.42M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$5.46M

Top Sells

1
+$26.6M
2
+$9.02M
3
+$6.4M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$6.32M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.21M

Sector Composition

1 Technology 6.87%
2 Healthcare 4.91%
3 Financials 4.46%
4 Industrials 3.24%
5 Energy 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$8K ﹤0.01%
246
+1
827
$8K ﹤0.01%
156
828
$8K ﹤0.01%
123
829
$8K ﹤0.01%
+109
830
$8K ﹤0.01%
341
+92
831
$7K ﹤0.01%
60
832
$7K ﹤0.01%
101
833
$7K ﹤0.01%
+100
834
$7K ﹤0.01%
33
835
$7K ﹤0.01%
163
+4
836
$7K ﹤0.01%
69
837
$7K ﹤0.01%
411
838
$7K ﹤0.01%
169
839
$7K ﹤0.01%
150
840
$7K ﹤0.01%
75
841
$7K ﹤0.01%
66
842
$7K ﹤0.01%
509
843
$7K ﹤0.01%
47
844
$7K ﹤0.01%
+268
845
$6K ﹤0.01%
108
+1
846
$6K ﹤0.01%
50
847
$6K ﹤0.01%
55
848
$6K ﹤0.01%
144
-131,018
849
$6K ﹤0.01%
70
850
$6K ﹤0.01%
43
32 33
34
35 36