CFA

Capstone Financial Advisors Portfolio holdings

AUM $1.88B
1-Year Est. Return 16.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.43%
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
+$412K
2
+$237K
3
+$205K
4
ADM icon
Archer Daniels Midland
ADM
+$203K
5
AMZN icon
Amazon
AMZN
+$169K

Top Sells

1
+$7.85M
2
+$3.69M
3
+$2.56M
4
MCD icon
McDonald's
MCD
+$2.14M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.98M

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
1 2 3
4