CAL

Capital Analysts LLC Portfolio holdings

AUM $3B
1-Year Est. Return 13.22%
This Quarter Est. Return
1 Year Est. Return
+13.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,129
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.96%
2 Financials 4.91%
3 Healthcare 4.46%
4 Industrials 3.51%
5 Consumer Discretionary 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
-100
1102
-95
1103
-6
1104
-310
1105
-50
1106
-50
1107
-750
1108
-2,500
1109
-103
1110
-50
1111
-115
1112
-77
1113
-1,100
1114
-25
1115
-820
1116
-43
1117
-438
1118
-500
1119
-2,960
1120
-265
1121
-20
1122
-960