CFA
Capstone Financial Advisors Portfolio holdings
AUM
$1.72B
This Quarter Return
-0.6%
1 Year Return
+14.71%
3 Year Return
+45.7%
5 Year Return
+63.11%
10 Year Return
+136.33%
AUM
$1.62B
AUM Growth
+$1.62B
(-0.42%)
Cap. Flow
+$15M
Cap. Flow
% of AUM
0.93%
Top 10 Holdings %
Top 10 Hldgs %
75.15%
Holding
167
New
10
Increased
69
Reduced
47
Closed
12
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$5.66M |
| 2 |
Vanguard Total Bond Market
BND
|
$3.97M |
| 3 |
Walmart
WMT
|
$3.49M |
| 4 |
Avantis Real Estate ETF
AVRE
|
$3.27M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$3.03M |
Top Sells
| 1 |
iShares Russell 1000 ETF
IWB
|
$4.76M |
| 2 |
Microsoft
MSFT
|
$2.71M |
| 3 |
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
|
$2.1M |
| 4 |
Eli Lilly
LLY
|
$1.18M |
| 5 |
Apple
AAPL
|
$867K |
Sector Composition
| 1 | Consumer Discretionary | 4.69% |
| 2 | Technology | 4.05% |
| 3 | Financials | 1.53% |
| 4 | Consumer Staples | 0.87% |
| 5 | Industrials | 0.82% |
