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
$197M
AUM Growth
-$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$616K
2 +$264K
3 +$225K
4
HD icon
Home Depot
HD
+$203K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$199K

Sector Composition

1 Consumer Discretionary 10.29%
2 Financials 6.9%
3 Technology 5.69%
4 Industrials 3.28%
5 Communication Services 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-6,100
77
-2,121
78
-20,000
79
-1,845
80
-10,000