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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
1051
$1K ﹤0.01%
9
1052
$1K ﹤0.01%
+20
1053
$1K ﹤0.01%
+102
1054
$1K ﹤0.01%
42
+1
1055
$1K ﹤0.01%
21
-13
1056
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+6
1057
$1K ﹤0.01%
+1
1058
$1K ﹤0.01%
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1059
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251
1060
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16
1061
$1K ﹤0.01%
30
1062
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+9
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$1K ﹤0.01%
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1064
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12
1065
$1K ﹤0.01%
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1066
$1K ﹤0.01%
+16
1067
$1K ﹤0.01%
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1068
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1069
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1070
$1K ﹤0.01%
+120
1071
$1K ﹤0.01%
26
1072
$1K ﹤0.01%
26
1073
$1K ﹤0.01%
+70
1074
$1K ﹤0.01%
11
1075
$1K ﹤0.01%
47
41 42
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44 45