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
51
$205K 0.13%
+4,035
52
$205K 0.13%
+4,518
53
$186K 0.12%
+12,054
54
$135K 0.09%
+16,000
55
$106K 0.07%
+4,161
56
$106K 0.07%
+45,500
57
$81K 0.05%
+4,150
58
$73K 0.05%
+10,473
59
$60K 0.04%
+30,000
60
$57K 0.04%
+10,000
61
$54K 0.03%
+1,000
62
$49K 0.03%
+15,000
63
$41K 0.03%
+3,447
64
– –
0
65
$35K 0.02%
+25,000
66
$33K 0.02%
+150,000
67
$32K 0.02%
+10,000
68
$31K 0.02%
+7,143
69
$27K 0.02%
+1
70
$26K 0.02%
+35,000
71
$24K 0.02%
+35,000
72
$12K 0.01%
+10,000
1 2
3