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
$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
+$16.9M
3
+$13.4M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$12.9M
5
AAPL icon
Apple
AAPL
+$5.74M

Top Sells

1
+$24.4M
2
+$8.39M
3
+$6.19M
4
ALLY icon
Ally Financial
ALLY
+$4.53M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.98M

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%
169
852
$7K ﹤0.01%
+17
853
$7K ﹤0.01%
+1,146
854
$7K ﹤0.01%
80
855
$7K ﹤0.01%
484
+5
856
$7K ﹤0.01%
285
+115
857
$7K ﹤0.01%
300
-41
858
$7K ﹤0.01%
46
-1
859
$7K ﹤0.01%
101
860
$6K ﹤0.01%
+268
861
$6K ﹤0.01%
+36
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%
35
872
$6K ﹤0.01%
+33
873
$6K ﹤0.01%
+355
874
$6K ﹤0.01%
+223
875
$6K ﹤0.01%
206
+61
33 34
35
36 37