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
$260M
AUM Growth
-$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$44.9M
2 +$34.8M
3 +$6.07M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.57M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.14M

Sector Composition

1 Consumer Discretionary 7%
2 Technology 5.2%
3 Financials 3.6%
4 Industrials 1.97%
5 Healthcare 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-612,863
102
-3,000
103
-12,669
104
-1,999
105
-4,699
106
-12,500