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
$322M
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Sells

1 +$7.29M
2 +$725K
3 +$281K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$266K
5
IBM icon
IBM
IBM
+$238K

Sector Composition

1 Consumer Discretionary 5.49%
2 Technology 3.87%
3 Financials 3.24%
4 Industrials 1.63%
5 Healthcare 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-15,820
102
-10,000
103
-50,000