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
$2.68B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,438
New
Increased
Reduced
Closed

Top Buys

1 +$59.1M
2 +$35.2M
3 +$34.5M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$23.1M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$22.6M

Sector Composition

1 Technology 7.27%
2 Financials 5.96%
3 Healthcare 3.59%
4 Industrials 2.97%
5 Energy 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$10K ﹤0.01%
370
1127
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+500
1128
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385
1129
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1130
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1131
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1132
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284
-458
1133
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702
1134
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1135
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1136
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1139
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1140
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599
+7
1141
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1144
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1145
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1147
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+85
1148
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+250
1149
$9K ﹤0.01%
177
1150
$8K ﹤0.01%
+312