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

Top Buys

1
+$1.47M
2
+$527K
3
+$278K
4
CVX icon
Chevron
CVX
+$262K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$243K

Top Sells

1
+$620K
2
+$250K
3
+$204K
4
MT icon
ArcelorMittal
MT
+$175K
5
MBFI
MB Financial Corp
MBFI
+$167K

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
– –
-7,000
79
– –
-14,015
80
– –
-2,000
81
– –
-1,875
1 2 3
4