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
1201
$6K ﹤0.01%
199
1202
$6K ﹤0.01%
38
1203
$6K ﹤0.01%
180
1204
$6K ﹤0.01%
1,059
1205
$6K ﹤0.01%
22
1206
$6K ﹤0.01%
132
+1
1207
$6K ﹤0.01%
140
1208
$6K ﹤0.01%
266
1209
$6K ﹤0.01%
253
-442
1210
$6K ﹤0.01%
+250
1211
$6K ﹤0.01%
+255
1212
$5K ﹤0.01%
54
1213
$5K ﹤0.01%
740
1214
$5K ﹤0.01%
61
1215
$5K ﹤0.01%
+55
1216
$5K ﹤0.01%
136
1217
$5K ﹤0.01%
971
1218
$5K ﹤0.01%
74
1219
$5K ﹤0.01%
+61
1220
$5K ﹤0.01%
100
-159
1221
$5K ﹤0.01%
54
1222
$5K ﹤0.01%
68
1223
$5K ﹤0.01%
+54
1224
$5K ﹤0.01%
+83
1225
$5K ﹤0.01%
+400