CFA

Capstone Financial Advisors Portfolio holdings

AUM $1.84B
1-Year Est. Return 14.01%
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$8.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$1.9M
3
+$1.09M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$769K
5
MCD icon
McDonald's
MCD
+$533K

Top Sells

1
+$632K
2
+$356K
3
+$332K
4
COST icon
Costco
COST
+$320K
5
AAPL icon
Apple
AAPL
+$275K

Sector Composition

1 Consumer Discretionary 11.09%
2 Technology 6.07%
3 Financials 5.78%
4 Industrials 3.3%
5 Communication Services 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-10,000
77
– –
-150,000
78
– –
-10,000
79
– –
-7,143
1 2 3
4