CFA
Capstone Financial Advisors Portfolio holdings
AUM
$1.72B
This Quarter Return
+6.25%
1 Year Return
+14.71%
3 Year Return
+45.7%
5 Year Return
+63.11%
10 Year Return
+136.33%
AUM
$155M
AUM Growth
–
Cap. Flow
+$155M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
85.49%
Holding
72
New
72
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$54.3M |
| 2 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$24.7M |
| 3 |
WisdomTree Emerging Markets Local Debt Fund
ELD
|
$19.8M |
| 4 |
McDonald's
MCD
|
$13.6M |
| 5 |
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% |
