CFA
Capstone Financial Advisors Portfolio holdings
AUM
$1.72B
This Quarter Return
+7.91%
1 Year Return
+14.71%
3 Year Return
+45.7%
5 Year Return
+63.11%
10 Year Return
+136.33%
AUM
$1.18B
AUM Growth
+$1.18B
(+9%)
Cap. Flow
+$16.5M
Cap. Flow
% of AUM
1.39%
Top 10 Holdings %
Top 10 Hldgs %
74.61%
Holding
151
New
10
Increased
49
Reduced
48
Closed
11
Top Buys
| 1 |
iShares Global REIT ETF
REET
|
$6.76M |
| 2 |
Vanguard Total Bond Market
BND
|
$5.56M |
| 3 |
iShares Core International Aggregate Bond Fund
IAGG
|
$4.91M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$4.2M |
| 5 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$2.88M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 4.96% |
| 2 | Technology | 2.7% |
| 3 | Financials | 1.33% |
| 4 | Healthcare | 1.09% |
| 5 | Consumer Staples | 0.77% |