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
$1.27B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$110M
2 +$76.7M
3 +$38.2M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$21.3M
5
BND icon
Vanguard Total Bond Market
BND
+$5.71M

Sector Composition

1 Consumer Discretionary 4.46%
2 Technology 2.81%
3 Financials 1.46%
4 Healthcare 1.11%
5 Consumer Staples 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-15,170