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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
$2.14B
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$28.9M
2
+$28M
3
+$9.32M
4
WMT icon
Walmart Inc
WMT
+$9.18M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$7.14M

Top Sells

1
+$20.4M
2
+$20.4M
3
+$13.6M
4
BG icon
Bunge Global
BG
+$8.89M
5
WM icon
Waste Management
WM
+$7.21M

Sector Composition

1 Technology 7.41%
2 Financials 5.29%
3 Healthcare 4.5%
4 Industrials 3.17%
5 Energy 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$5K ﹤0.01%
+101
977
$5K ﹤0.01%
136
+73
978
$5K ﹤0.01%
175
979
$5K ﹤0.01%
+84
980
$5K ﹤0.01%
31
981
$5K ﹤0.01%
1,266
+120
982
$5K ﹤0.01%
30
+20
983
$5K ﹤0.01%
+76
984
$5K ﹤0.01%
94
+1
985
$5K ﹤0.01%
403
+4
986
$5K ﹤0.01%
75
987
$5K ﹤0.01%
174
988
$5K ﹤0.01%
94
989
$5K ﹤0.01%
101
990
$5K ﹤0.01%
20
991
$4K ﹤0.01%
48
992
$4K ﹤0.01%
476
-312
993
$4K ﹤0.01%
74
+1
994
$4K ﹤0.01%
+88
995
$4K ﹤0.01%
547
996
$4K ﹤0.01%
4
997
$4K ﹤0.01%
126
998
$4K ﹤0.01%
204
+4
999
$4K ﹤0.01%
26
1000
$4K ﹤0.01%
84
+1
38 39
40
41 42