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
$1.62B
AUM Growth
-$6.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1 +$5.66M
2 +$3.97M
3 +$3.49M
4
AVRE icon
Avantis Real Estate ETF
AVRE
+$3.27M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.03M

Top Sells

1 +$4.76M
2 +$2.71M
3 +$2.1M
4
LLY icon
Eli Lilly
LLY
+$1.18M
5
AAPL icon
Apple
AAPL
+$867K

Sector Composition

1 Consumer Discretionary 4.69%
2 Technology 4.05%
3 Financials 1.53%
4 Consumer Staples 0.87%
5 Industrials 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$704K 0.04%
+3,037
77
$671K 0.04%
3,775
+35
78
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86
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10,000
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586
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94
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4,310
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98
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2,167
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99
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5,000
100
$397K 0.02%
2,244
-113