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
$185M
AUM Growth
-$67.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$400K
2 +$237K
3 +$218K
4
PFE icon
Pfizer
PFE
+$214K
5
AMZN icon
Amazon
AMZN
+$179K

Top Sells

1 +$39.2M
2 +$34.1M
3 +$19.8M
4
AMLP icon
Alerian MLP ETF
AMLP
+$8.29M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.74M

Sector Composition

1 Consumer Discretionary 9.28%
2 Financials 4.68%
3 Technology 4.38%
4 Industrials 3.36%
5 Communication Services 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-16,127
77
0
78
-30,000