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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
851
$6K ﹤0.01%
35
852
$6K ﹤0.01%
79
-9
853
$6K ﹤0.01%
80
854
$6K ﹤0.01%
60
855
$6K ﹤0.01%
+500
856
$5K ﹤0.01%
+259
857
$5K ﹤0.01%
+195
858
$5K ﹤0.01%
340
-4,235
859
$5K ﹤0.01%
111
860
$5K ﹤0.01%
106
-143
861
$5K ﹤0.01%
+38
862
$5K ﹤0.01%
27
863
$5K ﹤0.01%
24
-7,444
864
$5K ﹤0.01%
28
865
$5K ﹤0.01%
+100
866
$5K ﹤0.01%
500
867
$5K ﹤0.01%
125
868
$5K ﹤0.01%
97
869
$5K ﹤0.01%
133
+1
870
$5K ﹤0.01%
971
871
$5K ﹤0.01%
152
872
$5K ﹤0.01%
75
873
$5K ﹤0.01%
72
-1
874
$5K ﹤0.01%
400
875
$5K ﹤0.01%
130
+50
33 34
35
36 37