CFA

Capstone Financial Advisors Portfolio holdings

AUM $1.72B
1-Year Est. Return 14.71%
This Quarter Est. Return
1 Year Est. Return
+14.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$54.3M
2
+$24.7M
3
+$19.8M
4
MCD icon
McDonald's
MCD
+$13.6M
5
AAPL icon
Apple
AAPL
+$6.47M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 11.23%
2 Technology 6.75%
3 Financials 6.15%
4 Industrials 3.28%
5 Communication Services 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$570K 0.37%
+4,805
27
$532K 0.34%
+4,259
28
$494K 0.32%
+6,065
29
$470K 0.3%
+11,412
30
$464K 0.3%
+9,439
31
$447K 0.29%
+22,420
32
$355K 0.23%
+6,376
33
$346K 0.22%
+10,864
34
$336K 0.22%
+4,714
35
$332K 0.21%
+4,810
36
$328K 0.21%
+30,800
37
$326K 0.21%
+6,274
38
$324K 0.21%
+2,377
39
$320K 0.21%
+2,692
40
$314K 0.2%
+8,399
41
$308K 0.2%
+3,690
42
$299K 0.19%
+3,909
43
$291K 0.19%
+20,063
44
$265K 0.17%
+6,100
45
$262K 0.17%
+1,412
46
$258K 0.17%
+3,992
47
$252K 0.16%
+3,903
48
$229K 0.15%
+1,705
49
$218K 0.14%
+5,675
50
$206K 0.13%
+2,440
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