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
$188M
AUM Growth
+$3.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$306K
2 +$257K
3 +$244K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$232K
5
UPS icon
United Parcel Service
UPS
+$209K

Sector Composition

1 Consumer Discretionary 9.16%
2 Technology 5.17%
3 Financials 4.74%
4 Industrials 3.55%
5 Communication Services 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-10,517
77
-2,028
78
-25,000