CFA
Capstone Financial Advisors Portfolio holdings
AUM
$1.72B
This Quarter Return
+5.18%
1 Year Return
+14.71%
3 Year Return
+45.7%
5 Year Return
+63.11%
10 Year Return
+136.33%
AUM
$1.27B
AUM Growth
+$1.27B
(+12%)
Cap. Flow
+$75.4M
Cap. Flow
% of AUM
5.95%
Top 10 Holdings %
Top 10 Hldgs %
79.2%
Holding
151
New
21
Increased
73
Reduced
22
Closed
13
Top Buys
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 4.46% |
| 2 | Technology | 2.81% |
| 3 | Financials | 1.46% |
| 4 | Healthcare | 1.11% |
| 5 | Consumer Staples | 0.65% |