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
$1.17B
AUM Growth
-$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 4.69%
2 Technology 3.05%
3 Financials 1.23%
4 Healthcare 1.09%
5 Consumer Staples 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-16,304
152
-582
153
-936
154
-7,500