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CFA

Capstone Financial Advisors Portfolio holdings

AUM $1.86B
1-Year Est. Return 15.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$226M
AUM Growth
-$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.3M
3
+$2.98M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.65M
5
GWW icon
W.W. Grainger
GWW
+$1.62M

Top Sells

1
+$7.93M
2
+$3.87M
3
+$3.84M
4
MCD icon
McDonald's
MCD
+$3.69M
5
CTRX
CATAMARAN CORP COM STK (CDA)
CTRX
+$1.27M

Sector Composition

1 Consumer Discretionary 6.32%
2 Technology 4.57%
3 Financials 4.24%
4 Industrials 2.52%
5 Healthcare 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-13,562
102
– –
-21,942
103
– –
-4,519
104
– –
-2,074
105
– –
-5,334
106
– –
-4,975
1 2 3 4
5