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
$1.27B
AUM Growth
-$63.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$3.59M
2 +$1.73M
3 +$1.02M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$922K
5
AAPL icon
Apple
AAPL
+$895K

Sector Composition

1 Consumer Discretionary 5.36%
2 Technology 3.36%
3 Financials 1.36%
4 Healthcare 0.73%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,198
152
-5,000
153
-10,000
154
-866
155
-1,617
156
-25,000
157
-50,000