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
976
$2K ﹤0.01%
+50
977
$2K ﹤0.01%
20
+10
978
$2K ﹤0.01%
+156
979
$2K ﹤0.01%
30
980
$2K ﹤0.01%
168
+3
981
$2K ﹤0.01%
73
+1
982
$2K ﹤0.01%
740
983
$2K ﹤0.01%
150
-1,690
984
$2K ﹤0.01%
+18
985
$2K ﹤0.01%
+60
986
$2K ﹤0.01%
127
987
$2K ﹤0.01%
+90
988
$2K ﹤0.01%
223
989
$2K ﹤0.01%
+66
990
$2K ﹤0.01%
+10
991
$2K ﹤0.01%
+15
992
$2K ﹤0.01%
+56
993
$2K ﹤0.01%
100
994
$2K ﹤0.01%
7
995
$2K ﹤0.01%
+114
996
$2K ﹤0.01%
+34
997
$2K ﹤0.01%
49
998
$2K ﹤0.01%
+91
999
$2K ﹤0.01%
+14
1000
$2K ﹤0.01%
+30
38 39
40
41 42