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
$766M
AUM Growth
+$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$44.2M
3
+$34.9M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$20.9M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$20.1M

Top Sells

1
+$48.6M
2
+$19.9M
3
+$13.4M
4
TOLZ icon
ProShares DJ Brookfield Global Infrastructure ETF
TOLZ
+$10.1M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$6.9M

Sector Composition

1 Consumer Discretionary 5.37%
2 Technology 2.15%
3 Financials 1.44%
4 Healthcare 1.16%
5 Consumer Staples 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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117
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