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
$207M
AUM Growth
+$9.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$1.49M
2 +$529K
3 +$276K
4
CVX icon
Chevron
CVX
+$258K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$243K

Top Sells

1 +$28.4M
2 +$14M
3 +$2.02M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.58M
5
MCD icon
McDonald's
MCD
+$657K

Sector Composition

1 Consumer Discretionary 10.86%
2 Financials 6.8%
3 Technology 5.42%
4 Industrials 2.46%
5 Communication Services 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$21K 0.01%
10,173
77
$14K 0.01%
149
+37
78
-1,875
79
-7,000
80
-14,015
81
-2,000