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
951
$3K ﹤0.01%
68
952
$3K ﹤0.01%
24
+10
953
$3K ﹤0.01%
+72
954
$3K ﹤0.01%
+1,636
955
$3K ﹤0.01%
77
+1
956
$3K ﹤0.01%
102
+1
957
$3K ﹤0.01%
+44
958
$3K ﹤0.01%
53
-213
959
$3K ﹤0.01%
1,000
960
$3K ﹤0.01%
39
+1
961
$3K ﹤0.01%
652
962
$3K ﹤0.01%
+32
963
$3K ﹤0.01%
+20
964
$3K ﹤0.01%
+86
965
$3K ﹤0.01%
107
+1
966
$3K ﹤0.01%
+9
967
$3K ﹤0.01%
32
-158
968
$3K ﹤0.01%
41
-4
969
$3K ﹤0.01%
+44
970
$3K ﹤0.01%
+110
971
$3K ﹤0.01%
150
972
$3K ﹤0.01%
+16
973
$3K ﹤0.01%
254
974
$2K ﹤0.01%
+19
975
$2K ﹤0.01%
+67
37 38
39
40 41