CFA

Capstone Financial Advisors Portfolio holdings

AUM $1.84B
1-Year Est. Return 14.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$303M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$8.43M
3
+$5.96M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$4.71M
5
MCD icon
McDonald's
MCD
+$4.47M

Top Sells

1
+$15.9M
2
+$2.46M
3
+$2.25M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.86M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$842K

Sector Composition

1 Consumer Discretionary 9.33%
2 Financials 5.02%
3 Technology 4.17%
4 Industrials 2.9%
5 Healthcare 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-833
102
– –
-7,025
1 2 3 4
5