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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
901
$5K ﹤0.01%
98
+1
902
$4K ﹤0.01%
213
903
$4K ﹤0.01%
169
904
$4K ﹤0.01%
+23
905
$4K ﹤0.01%
+283
906
$4K ﹤0.01%
174
907
$4K ﹤0.01%
126
908
$4K ﹤0.01%
100
-30
909
$4K ﹤0.01%
27
+1
910
$4K ﹤0.01%
53
-26
911
$4K ﹤0.01%
+13
912
$4K ﹤0.01%
1,061
-831
913
$4K ﹤0.01%
86
-14
914
$4K ﹤0.01%
200
915
$4K ﹤0.01%
105
-47,522
916
$4K ﹤0.01%
63
+1
917
$4K ﹤0.01%
345
+252
918
$4K ﹤0.01%
106
919
$4K ﹤0.01%
200
920
$4K ﹤0.01%
51
+26
921
$4K ﹤0.01%
60
922
$4K ﹤0.01%
+89
923
$4K ﹤0.01%
104
924
$4K ﹤0.01%
42
925
$4K ﹤0.01%
498
+8
35 36
37
38 39