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
$1.51B
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$4.94M
3
+$2.23M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.06M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.58M

Top Sells

1
+$3.79M
2
+$3.02M
3
+$1.46M
4
AAPL icon
Apple
AAPL
+$1.08M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$868K

Sector Composition

1 Consumer Discretionary 4.57%
2 Technology 3.75%
3 Financials 1.34%
4 Industrials 0.68%
5 Consumer Staples 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$41.3K ﹤0.01%
25,000
152
$39.5K ﹤0.01%
25,000
153
$37.3K ﹤0.01%
10,000
154
$36K ﹤0.01%
10,000
155
$20.6K ﹤0.01%
20,000
156
$13.5K ﹤0.01%
10,000
157
$8.9K ﹤0.01%
10,000
158
– –
-2,500
159
– –
-15,000
160
– –
-4,167
161
– –
-2,338
3 4 5 6
7