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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
876
$4K ﹤0.01%
213
877
$4K ﹤0.01%
888
878
$4K ﹤0.01%
26
879
$4K ﹤0.01%
100
880
$4K ﹤0.01%
200
881
$4K ﹤0.01%
+62
882
$4K ﹤0.01%
104
-400
883
$4K ﹤0.01%
34
884
$4K ﹤0.01%
325
885
$4K ﹤0.01%
88
886
$4K ﹤0.01%
83
+60
887
$4K ﹤0.01%
+169
888
$4K ﹤0.01%
43
889
$4K ﹤0.01%
73
+2
890
$4K ﹤0.01%
+101
891
$4K ﹤0.01%
174
892
$4K ﹤0.01%
126
893
$4K ﹤0.01%
145
894
$4K ﹤0.01%
176
+3
895
$4K ﹤0.01%
+170
896
$4K ﹤0.01%
200
897
$4K ﹤0.01%
106
898
$4K ﹤0.01%
112
899
$4K ﹤0.01%
60
900
$4K ﹤0.01%
45
34 35
36
37 38