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

Top Buys

1
+$329K
2
+$241K
3
+$227K
4
UPS icon
United Parcel Service
UPS
+$209K
5
TWLO icon
Twilio
TWLO
+$200K

Top Sells

1
+$403K
2
+$401K
3
+$265K
4
CVX icon
Chevron
CVX
+$213K
5
BAC icon
Bank of America
BAC
+$140K

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
1 2 3
4