CFG

Capstone Financial Group Portfolio holdings

AUM $129M
1-Year Est. Return 35.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Sells

1 +$1.7M
2 +$1.61M
3 +$885K
4
MSFT icon
Microsoft
MSFT
+$870K
5
WIX icon
WIX.com
WIX
+$819K

Sector Composition

1 Technology 30.57%
2 Healthcare 7.39%
3 Consumer Discretionary 7.08%
4 Financials 6.46%
5 Consumer Staples 6.2%