CFA
Capstone Financial Advisors Portfolio holdings
AUM
$1.72B
This Quarter Return
+6.3%
1 Year Return
+14.71%
3 Year Return
+45.7%
5 Year Return
+63.11%
10 Year Return
+136.33%
AUM
$1.38B
AUM Growth
+$1.38B
(+8.3%)
Cap. Flow
+$29.1M
Cap. Flow
% of AUM
2.11%
Top 10 Holdings %
Top 10 Hldgs %
73.55%
Holding
152
New
10
Increased
57
Reduced
45
Closed
11
Top Buys
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 4.5% |
| 2 | Technology | 3.33% |
| 3 | Financials | 1.35% |
| 4 | Healthcare | 0.99% |
| 5 | Consumer Staples | 0.66% |