CFA
Capstone Financial Advisors Portfolio holdings
AUM
$1.72B
This Quarter Return
+8.36%
1 Year Return
+14.71%
3 Year Return
+45.7%
5 Year Return
+63.11%
10 Year Return
+136.33%
AUM
$1.72B
AUM Growth
+$1.72B
(+8.3%)
Cap. Flow
+$9.14M
Cap. Flow
% of AUM
0.53%
Top 10 Holdings %
Top 10 Hldgs %
74.46%
Holding
182
New
25
Increased
59
Reduced
62
Closed
6
Top Buys
Top Sells
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$7.54M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$5.66M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
$3.48M |
| 4 |
McDonald's
MCD
|
$2.84M |
| 5 |
W.W. Grainger
GWW
|
$2.72M |
Sector Composition
| 1 | Consumer Discretionary | 4.23% |
| 2 | Technology | 3.61% |
| 3 | Financials | 2.04% |
| 4 | Consumer Staples | 0.78% |
| 5 | Industrials | 0.44% |
