CAL

Capital Analysts LLC Portfolio holdings

AUM $2.68B
This Quarter Return
-0.41%
1 Year Return
+6.57%
3 Year Return
+17.91%
5 Year Return
+86.64%
10 Year Return
+123.59%
AUM
$2.68B
AUM Growth
+$190M
Cap. Flow
+$223M
Cap. Flow %
8.32%
Top 10 Hldgs %
33.25%
Holding
1,438
New
142
Increased
551
Reduced
285
Closed
78
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$18K﹤0.01% 1,470
$17K﹤0.01%
+1,791
New
+$17K
$17K﹤0.01% 379
$17K﹤0.01% 332
+3
+0.9%
+$154
$17K﹤0.01% 305
+5
+2%
+$279
$17K﹤0.01% 1,480
+19
+1%
+$218
$17K﹤0.01% 1,382
$17K﹤0.01% 519
$17K﹤0.01% 667
-989
-60%
-$25.2K
$16K﹤0.01% 47
+20
+74%
+$6.81K
$16K﹤0.01% 387
$16K﹤0.01% 61
+43
+239%
+$11.3K
$16K﹤0.01% 308
+214
+228%
+$11.1K
$16K﹤0.01% 250
$16K﹤0.01% 101
+45
+80%
+$7.13K
$16K﹤0.01% 507
$16K﹤0.01% 1,920
$16K﹤0.01%
+1,300
New
+$16K
$16K﹤0.01% 116
-17
-13%
-$2.35K
$16K﹤0.01% 93
$16K﹤0.01% 262
$16K﹤0.01% 182
+171
+1,555%
+$15K
$15K﹤0.01% 106
$15K﹤0.01% 57
$15K﹤0.01% 109