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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
926
$4K ﹤0.01%
200
927
$4K ﹤0.01%
133
928
$4K ﹤0.01%
36
-24
929
$4K ﹤0.01%
325
930
$4K ﹤0.01%
100
931
$4K ﹤0.01%
88
932
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111
933
$4K ﹤0.01%
134
+1
934
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971
935
$3K ﹤0.01%
+9
936
$3K ﹤0.01%
32
-158
937
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37
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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
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250
944
$3K ﹤0.01%
+28
945
$3K ﹤0.01%
+11
946
$3K ﹤0.01%
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947
$3K ﹤0.01%
73
948
$3K ﹤0.01%
102
+1
949
$3K ﹤0.01%
+8
950
$3K ﹤0.01%
596
36 37
38
39 40