CFA
Capstone Financial Advisors Portfolio holdings
AUM
$1.72B
1-Year Est. Return
14.71%
1 Year Est. Return
+14.71%
AUM
$1.59B
AUM Growth
-$27.8M
(-1.7%)
Holding
163
Top Buys
| 1 | +$6.39M | |
| 2 | +$3.04M | |
| 3 | +$2.78M | |
| 4 |
Vanguard Total Bond Market
BND
|
+$2M |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
+$899K |
Top Sells
| 1 | +$4.44M | |
| 2 | +$2.68M | |
| 3 | +$2.59M | |
| 4 |
Apple
AAPL
|
+$1.41M |
| 5 |
Rocket Lab Corp
RKLB
|
+$1.36M |
Sector Composition
| 1 | Consumer Discretionary | 4.92% |
| 2 | Technology | 3.5% |
| 3 | Financials | 2.07% |
| 4 | Consumer Staples | 0.84% |
| 5 | Healthcare | 0.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
AMC Entertainment Holdings
AMC
$1.41B
| $28.7K | ﹤0.01% |
10,002
|
|
||
152
Gerdau
GGB
$6.61B
| $28.4K | ﹤0.01% |
10,000
|
|
||
153
Noodles & Co
NDLS
$28.7M
| $27.3K | ﹤0.01% |
25,000
|
|
||
|
LNKS
154
Linkers Industries
LNKS
$9.81M
| $14.1K | ﹤0.01% |
30,000
+10,000
|
|
||
|
ORIS
155
Oriental Rise Holdings
ORIS
$5.71M
| $12.4K | ﹤0.01% |
10,000
|
|
||
156
Gulf Resources
GURE
$7.35M
| $7.04K | ﹤0.01% |
10,000
-10,000
|
|
||
157
Arrow Electronics
ARW
$6.14B
| – | – |
-2,405
|
|
||
158
Bank of America
BAC
$376B
| – | – |
-5,487
|
|
||
159
iShares Bitcoin Trust
IBIT
$81.5B
| – | – |
-6,592
|
|
||
160
Lowe's Companies
LOW
$137B
| – | – |
-969
|
|
||
|
161
Rocket Lab Corp
RKLB
$32.1B
| – | – |
-53,213
|
|
||
162
TMC The Metals Company
TMC
$3.33B
| – | – |
-10,000
|
|
||
163
Vanguard Growth ETF
VUG
$195B
| – | – |
-532
|
|