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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
$3.43B
AUM Growth
+$426M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,492
New
Increased
Reduced
Closed

Top Sells

1 +$29.7M
2 +$20.4M
3 +$9.25M
4
AVGO icon
Broadcom
AVGO
+$7.42M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3.78M

Sector Composition

1 Technology 7.08%
2 Financials 5.64%
3 Industrials 3.11%
4 Healthcare 2.77%
5 Consumer Discretionary 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1276
$6K ﹤0.01%
83
1277
$6K ﹤0.01%
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1278
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1279
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125
+9
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+2
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1,500
-630
1290
$6K ﹤0.01%
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$5K ﹤0.01%
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$5K ﹤0.01%
+89
1297
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68
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55
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1299
$5K ﹤0.01%
75
1300
$5K ﹤0.01%
226