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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
$2.14B
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$28.9M
2
+$28M
3
+$9.32M
4
WMT icon
Walmart Inc
WMT
+$9.18M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$7.14M

Top Sells

1
+$20.4M
2
+$20.4M
3
+$13.6M
4
BG icon
Bunge Global
BG
+$8.89M
5
WM icon
Waste Management
WM
+$7.21M

Sector Composition

1 Technology 7.41%
2 Financials 5.29%
3 Healthcare 4.5%
4 Industrials 3.17%
5 Energy 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$12K ﹤0.01%
500
902
$12K ﹤0.01%
1,118
+15
903
$12K ﹤0.01%
485
904
$12K ﹤0.01%
250
905
$12K ﹤0.01%
205
906
$12K ﹤0.01%
44
-1
907
$12K ﹤0.01%
101
908
$11K ﹤0.01%
263
-70
909
$11K ﹤0.01%
129
910
$11K ﹤0.01%
+175
911
$11K ﹤0.01%
767
912
$11K ﹤0.01%
109
913
$11K ﹤0.01%
792
914
$11K ﹤0.01%
103
915
$11K ﹤0.01%
43
+20
916
$11K ﹤0.01%
+507
917
$11K ﹤0.01%
80
918
$10K ﹤0.01%
652
919
$10K ﹤0.01%
360
920
$10K ﹤0.01%
508
921
$10K ﹤0.01%
425
+25
922
$10K ﹤0.01%
702
923
$10K ﹤0.01%
505
924
$10K ﹤0.01%
138
925
$10K ﹤0.01%
148
35 36
37
38 39