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
$2.45B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,377
New
Increased
Reduced
Closed

Top Buys

1 +$30.5M
2 +$17.9M
3 +$9.25M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$8.45M
5
AAPL icon
Apple
AAPL
+$4.86M

Sector Composition

1 Technology 8.14%
2 Financials 5.27%
3 Healthcare 4.36%
4 Industrials 3.22%
5 Consumer Discretionary 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1076
$7K ﹤0.01%
40
+18
1077
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136
1078
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33
1079
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+739
1080
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+1,152
1081
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241
+209
1082
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1083
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48
+44
1084
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395
1085
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102
1086
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28
-9
1087
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1088
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+222
1089
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1,059
1090
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652
1091
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1092
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64
+51
1094
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277
-101,156
1095
$7K ﹤0.01%
+58
1096
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50
1097
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131
1098
$6K ﹤0.01%
+294
1099
$6K ﹤0.01%
971
1100
$6K ﹤0.01%
+60