CFA
Capstone Financial Advisors Portfolio holdings
AUM
$1.86B
1-Year Est. Return
15.98%
This Fund
S&P 500
1 Year Est. Return
+15.98%
AUM
$1.86B
AUM Growth
-$20.7M
(-1.1%)
Holding
201
Top Buys
| 1 | +$5.13M | |
| 2 | +$3.87M | |
| 3 | +$3.25M | |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$2.68M |
| 5 |
Vanguard Total World Stock ETF
VT
|
+$1.2M |
Top Sells
| 1 | +$1.26M | |
| 2 | +$1.16M | |
| 3 | +$1.01M | |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$962K |
| 5 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$877K |
Sector Composition
| 1 | Technology | 4.03% |
| 2 | Consumer Discretionary | 3.95% |
| 3 | Financials | 2.26% |
| 4 | Consumer Staples | 0.65% |
| 5 | Industrials | 0.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Ambev
ABEV
$50.6B
| – | – |
-50,000
|
|