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
926
$4K ﹤0.01%
200
927
$4K ﹤0.01%
51
+26
928
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60
929
$4K ﹤0.01%
+89
930
$4K ﹤0.01%
13
931
$4K ﹤0.01%
42
932
$4K ﹤0.01%
498
+8
933
$4K ﹤0.01%
200
934
$4K ﹤0.01%
133
935
$3K ﹤0.01%
54
936
$3K ﹤0.01%
+17
937
$3K ﹤0.01%
37
+1
938
$3K ﹤0.01%
65
939
$3K ﹤0.01%
83
940
$3K ﹤0.01%
+23
941
$3K ﹤0.01%
43
942
$3K ﹤0.01%
200
943
$3K ﹤0.01%
250
944
$3K ﹤0.01%
+28
945
$3K ﹤0.01%
+11
946
$3K ﹤0.01%
73
947
$3K ﹤0.01%
+8
948
$3K ﹤0.01%
596
949
$3K ﹤0.01%
41
950
$3K ﹤0.01%
85
+10
36 37
38
39 40