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
$164M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$808K
2
+$477K
3
+$353K
4
MRK icon
Merck
MRK
+$308K
5
BIIB icon
Biogen
BIIB
+$281K

Top Sells

1
+$785K
2
+$780K
3
+$677K
4
UL icon
Unilever
UL
+$516K
5
BA icon
Boeing
BA
+$243K

Sector Composition

1 Consumer Discretionary 10.56%
2 Technology 7.28%
3 Financials 5.69%
4 Industrials 3.26%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6K ﹤0.01%
1,667
77
– –
0
78
$3K ﹤0.01%
50,000
+35,000
79
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-5,181
80
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81
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-10,782
82
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-3,195
83
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-4,979
84
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-13,855
85
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-11,385
86
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-2,130
87
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-15,000
88
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-42,161
89
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-40,000
90
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-10,000
91
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-25,000
1 2 3
4