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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
851
$7K ﹤0.01%
201
852
$7K ﹤0.01%
132
-2,049
853
$7K ﹤0.01%
+17
854
$7K ﹤0.01%
+1,146
855
$7K ﹤0.01%
80
856
$7K ﹤0.01%
484
+5
857
$7K ﹤0.01%
285
+115
858
$7K ﹤0.01%
300
-41
859
$7K ﹤0.01%
46
-1
860
$6K ﹤0.01%
+36
861
$6K ﹤0.01%
35
862
$6K ﹤0.01%
33
863
$6K ﹤0.01%
108
864
$6K ﹤0.01%
+405
865
$6K ﹤0.01%
103
+31
866
$6K ﹤0.01%
69
867
$6K ﹤0.01%
70
868
$6K ﹤0.01%
150
869
$6K ﹤0.01%
43
870
$6K ﹤0.01%
75
871
$6K ﹤0.01%
+33
872
$6K ﹤0.01%
+355
873
$6K ﹤0.01%
+223
874
$6K ﹤0.01%
206
+61
875
$6K ﹤0.01%
78
-140
33 34
35
36 37