CFG
Capstone Financial Group Portfolio holdings
AUM
$129M
This Quarter Return
+9.67%
1 Year Return
+35.19%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
42.2%
Holding
154
New
154
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$10.9M |
| 2 |
Shopify
SHOP
|
$6.28M |
| 3 |
Amazon
AMZN
|
$4.7M |
| 4 |
Microsoft
MSFT
|
$4.63M |
| 5 |
Intel
INTC
|
$3.24M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 37.66% |
| 2 | Financials | 10.88% |
| 3 | Healthcare | 9.01% |
| 4 | Consumer Staples | 8.18% |
| 5 | Communication Services | 7.86% |
