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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
1076
$1K ﹤0.01%
200
-200
1077
$1K ﹤0.01%
+17
1078
$1K ﹤0.01%
42
1079
$1K ﹤0.01%
44
1080
$1K ﹤0.01%
+51
1081
$1K ﹤0.01%
+10
1082
$1K ﹤0.01%
+68
1083
$1K ﹤0.01%
21
1084
$1K ﹤0.01%
+70
1085
– –
-150
1086
– –
-24
1087
– –
-14
1088
– –
-110
1089
– –
-152
1090
– –
-1,057
1091
– –
-135,089
1092
– –
-22
1093
– –
-50
1094
– –
-2,058
1095
– –
-473
1096
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1097
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-24
1098
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-163
1099
– –
-45
1100
– –
-300
42 43
44
45 46