CFA
Capstone Financial Advisors Portfolio holdings
AUM
$1.72B
This Quarter Return
-6.48%
1 Year Return
+14.71%
3 Year Return
+45.7%
5 Year Return
+63.11%
10 Year Return
+136.33%
AUM
$1.08B
AUM Growth
+$1.08B
(-7.7%)
Cap. Flow
-$20.3M
Cap. Flow
% of AUM
-1.87%
Top 10 Holdings %
Top 10 Hldgs %
74.3%
Holding
151
New
10
Increased
62
Reduced
31
Closed
10
Top Buys
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 5.09% |
| 2 | Technology | 3.21% |
| 3 | Financials | 1.27% |
| 4 | Healthcare | 1.1% |
| 5 | Consumer Staples | 0.79% |