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
$582M
AUM Growth
+$85.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 6.76%
2 Financials 2.39%
3 Technology 2.33%
4 Healthcare 0.66%
5 Industrials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,074
102
0
103
-48,229