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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
951
$3K ﹤0.01%
41
952
$3K ﹤0.01%
85
+10
953
$3K ﹤0.01%
+44
954
$3K ﹤0.01%
53
-213
955
$3K ﹤0.01%
1,000
956
$3K ﹤0.01%
39
+1
957
$3K ﹤0.01%
652
958
$3K ﹤0.01%
+32
959
$3K ﹤0.01%
+20
960
$3K ﹤0.01%
+86
961
$3K ﹤0.01%
107
+1
962
$3K ﹤0.01%
41
-4
963
$3K ﹤0.01%
+44
964
$3K ﹤0.01%
+110
965
$3K ﹤0.01%
150
966
$3K ﹤0.01%
+16
967
$3K ﹤0.01%
68
968
$3K ﹤0.01%
24
+10
969
$3K ﹤0.01%
+72
970
$3K ﹤0.01%
+1,636
971
$3K ﹤0.01%
77
+1
972
$3K ﹤0.01%
254
973
$3K ﹤0.01%
+17
974
$2K ﹤0.01%
+114
975
$2K ﹤0.01%
+34
37 38
39
40 41