CTFG

Capstone Triton Financial Group Portfolio holdings

AUM $151M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$11.8M
3
+$7.38M
4
AMZN icon
Amazon
AMZN
+$6.34M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$5.09M

Top Sells

No sells this quarter

Sector Composition

1 Technology 26.4%
2 Communication Services 7.43%
3 Consumer Staples 7.03%
4 Healthcare 6.73%
5 Consumer Discretionary 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$25K 0.02%
+155
252
$24K 0.01%
+273
253
$24K 0.01%
+656
254
$24K 0.01%
+449
255
$24K 0.01%
+322
256
$24K 0.01%
+1,185
257
$24K 0.01%
+491
258
$24K 0.01%
+3,811
259
$23K 0.01%
+1,000
260
$23K 0.01%
+128
261
$23K 0.01%
+452
262
$23K 0.01%
+143
263
$23K 0.01%
+1,408
264
$23K 0.01%
+85
265
$22K 0.01%
+101
266
$22K 0.01%
+441
267
$22K 0.01%
+323
268
$22K 0.01%
+108
269
$22K 0.01%
+292
270
$22K 0.01%
+361
271
$22K 0.01%
+308
272
$22K 0.01%
+226
273
$22K 0.01%
+404
274
$22K 0.01%
+340
275
$21K 0.01%
+206
9 10
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12 13