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
$1.4B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$4.43M
3
+$3.72M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.22M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.07M

Top Sells

1
+$8.89M
2
+$5.05M
3
+$3.24M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$2.27M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.6M

Sector Composition

1 Consumer Discretionary 5.42%
2 Technology 3.54%
3 Financials 1.36%
4 Healthcare 0.7%
5 Consumer Staples 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$13.5K ﹤0.01%
10,000
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154
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155
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-7,663
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-20,000
161
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-14,000
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7