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
$281M
AUM Growth
+$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$17.8M
2 +$11.7M
3 +$3.72M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$3.01M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$940K

Top Sells

1 +$38.1M
2 +$33.6M
3 +$8.61M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.16M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.22M

Sector Composition

1 Consumer Discretionary 5.54%
2 Financials 3.52%
3 Technology 3.49%
4 Industrials 1.9%
5 Healthcare 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-200,000
77
-60,000
78
-20,000