CFA
Capstone Financial Advisors Portfolio holdings
AUM
$1.72B
This Quarter Return
+3.91%
1 Year Return
+14.71%
3 Year Return
+45.7%
5 Year Return
+63.11%
10 Year Return
+136.33%
AUM
$1.13B
AUM Growth
+$1.13B
(+7.1%)
Cap. Flow
+$36M
Cap. Flow
% of AUM
3.2%
Top 10 Holdings %
Top 10 Hldgs %
79.7%
Holding
141
New
24
Increased
52
Reduced
34
Closed
11
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$9.86M |
| 2 |
iShares Russell 1000 ETF
IWB
|
$9.2M |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
$7.55M |
| 4 |
ProShares DJ Brookfield Global Infrastructure ETF
TOLZ
|
$5.03M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$2.88M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 4.88% |
| 2 | Technology | 2.78% |
| 3 | Financials | 1.52% |
| 4 | Healthcare | 1.13% |
| 5 | Consumer Staples | 0.61% |
