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
$1.38B
AUM Growth
-$4.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 4.24%
2 Technology 3.14%
3 Financials 1.29%
4 Healthcare 0.99%
5 Consumer Staples 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-732
152
-376
153
-1,228
154
-1,087
155
-2,506