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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
$1.44B
AUM Growth
-$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,049
New
Increased
Reduced
Closed

Top Buys

1
+$27.7M
2
+$15.7M
3
+$6.66M
4
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$6.42M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$5.46M

Top Sells

1
+$26.6M
2
+$9.02M
3
+$6.4M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$6.32M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.21M

Sector Composition

1 Technology 6.87%
2 Healthcare 4.91%
3 Financials 4.46%
4 Industrials 3.24%
5 Energy 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$2K ﹤0.01%
+86
952
$2K ﹤0.01%
223
953
$2K ﹤0.01%
+100
954
$1K ﹤0.01%
+32
955
$1K ﹤0.01%
+117
956
$1K ﹤0.01%
30
957
$1K ﹤0.01%
+8
958
$1K ﹤0.01%
69
959
$1K ﹤0.01%
12
960
$1K ﹤0.01%
+25
961
$1K ﹤0.01%
22
962
$1K ﹤0.01%
+50
963
$1K ﹤0.01%
30
-17
964
$1K ﹤0.01%
300
965
$1K ﹤0.01%
+24
966
$1K ﹤0.01%
+45
967
$1K ﹤0.01%
+54
968
$1K ﹤0.01%
25
969
$1K ﹤0.01%
10
970
$1K ﹤0.01%
12
971
$1K ﹤0.01%
9
972
$1K ﹤0.01%
+8
973
$1K ﹤0.01%
+9
974
$1K ﹤0.01%
41
975
$1K ﹤0.01%
+100
37 38
39
40 41