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
$253M
AUM Growth
-$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$3.18M
2 +$2.61M
3 +$430K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$301K
5
BKNG icon
Booking.com
BKNG
+$258K

Top Sells

1 +$40.3M
2 +$36.1M
3 +$23.8M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$14M
5
AMLP icon
Alerian MLP ETF
AMLP
+$12.1M

Sector Composition

1 Consumer Discretionary 7.93%
2 Financials 3.85%
3 Technology 3.53%
4 Industrials 2.43%
5 Communication Services 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-17,727
77
-4,409
78
-13,225
79
0
80
-150,000