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
$256M
AUM Growth
-$3.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$641K
2
+$634K
3
+$447K
4
PFE icon
Pfizer
PFE
+$385K
5
CME icon
CME Group
CME
+$349K

Top Sells

1
+$1.53M
2
+$1.15M
3
+$691K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$568K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$509K

Sector Composition

1 Consumer Discretionary 7.27%
2 Technology 5.15%
3 Financials 3.95%
4 Industrials 2.22%
5 Healthcare 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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104
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105
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107
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108
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109
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-1,572
110
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111
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112
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113
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-23,700
114
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-2,262
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5