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
876
$6K ﹤0.01%
78
-140
877
$6K ﹤0.01%
268
878
$5K ﹤0.01%
129
+29
879
$5K ﹤0.01%
50
880
$5K ﹤0.01%
+395
881
$5K ﹤0.01%
22
-1,339
882
$5K ﹤0.01%
340
883
$5K ﹤0.01%
+300
884
$5K ﹤0.01%
152
885
$5K ﹤0.01%
+533
886
$5K ﹤0.01%
605
887
$5K ﹤0.01%
259
888
$5K ﹤0.01%
+106
889
$5K ﹤0.01%
+10
890
$5K ﹤0.01%
+30
891
$5K ﹤0.01%
+60
892
$5K ﹤0.01%
39
+22
893
$5K ﹤0.01%
509
894
$5K ﹤0.01%
60
895
$5K ﹤0.01%
28
896
$5K ﹤0.01%
245
+50
897
$5K ﹤0.01%
+200
898
$5K ﹤0.01%
202
+2
899
$5K ﹤0.01%
500
900
$5K ﹤0.01%
125
34 35
36
37 38