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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
$3.43B
AUM Growth
+$426M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,492
New
Increased
Reduced
Closed

Top Buys

1
+$28.5M
2
+$15.8M
3
+$13.9M
4
MFSI
MFS Active International ETF
MFSI
+$12.3M
5
PVAL icon
Putnam Focused Large Cap Value ETF
PVAL
+$11.7M

Top Sells

1
+$29.7M
2
+$20.4M
3
+$9.25M
4
AVGO icon
Broadcom
AVGO
+$7.42M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3.78M

Sector Composition

1 Technology 7.08%
2 Financials 5.64%
3 Industrials 3.11%
4 Healthcare 2.77%
5 Consumer Discretionary 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$52K ﹤0.01%
1,536
877
$51K ﹤0.01%
1,132
+10
878
$51K ﹤0.01%
708
-5
879
$50K ﹤0.01%
+690
880
$50K ﹤0.01%
386
+3
881
$49K ﹤0.01%
482
-108
882
$49K ﹤0.01%
445
-24
883
$49K ﹤0.01%
114
884
$49K ﹤0.01%
3,051
885
$49K ﹤0.01%
766
886
$49K ﹤0.01%
1,852
887
$48K ﹤0.01%
458
+5
888
$48K ﹤0.01%
158
+35
889
$48K ﹤0.01%
247
+5
890
$48K ﹤0.01%
716
891
$48K ﹤0.01%
+815
892
$47K ﹤0.01%
1,474
893
$47K ﹤0.01%
590
+5
894
$47K ﹤0.01%
1,830
+21
895
$47K ﹤0.01%
1,015
+3
896
$47K ﹤0.01%
+894
897
$47K ﹤0.01%
642
-290
898
$47K ﹤0.01%
+234
899
$47K ﹤0.01%
1,801
900
$46K ﹤0.01%
976
34 35
36
37 38