CFA

Capstone Financial Advisors Portfolio holdings

AUM $1.88B
1-Year Est. Return 16.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$65.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$3.66M
3
+$2.26M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.73M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$1.55M

Top Sells

1
+$2.61M
2
+$2.4M
3
+$2.16M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.73M
5
REET icon
iShares Global REIT ETF
REET
+$1.45M

Sector Composition

1 Consumer Discretionary 5.65%
2 Technology 3.38%
3 Financials 1.44%
4 Healthcare 0.78%
5 Consumer Staples 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-1,117
152
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-10,000
153
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-9,410
154
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-100,000
155
– –
-3,142
156
– –
-20,000
157
– –
-1,000
3 4 5 6
7