CFA
Capstone Financial Advisors Portfolio holdings
AUM
$1.72B
This Quarter Return
+10.31%
1 Year Return
+14.71%
3 Year Return
+45.7%
5 Year Return
+63.11%
10 Year Return
+136.33%
AUM
$1.05B
AUM Growth
+$1.05B
(+12%)
Cap. Flow
+$19.6M
Cap. Flow
% of AUM
1.86%
Top 10 Holdings %
Top 10 Hldgs %
79.1%
Holding
130
New
19
Increased
54
Reduced
28
Closed
13
Top Buys
| 1 |
iShares Russell 1000 ETF
IWB
|
$9.33M |
| 2 |
Vanguard Total Bond Market
BND
|
$6.43M |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
$5.31M |
| 4 |
ProShares DJ Brookfield Global Infrastructure ETF
TOLZ
|
$2.94M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$2.68M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 4.81% |
| 2 | Technology | 3.05% |
| 3 | Financials | 1.34% |
| 4 | Healthcare | 1.03% |
| 5 | Consumer Staples | 0.56% |
