CTFG

Capstone Triton Financial Group Portfolio holdings

AUM $149M
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
+$13M
2
+$12.4M
3
+$7.96M
4
AMZN icon
Amazon
AMZN
+$6.47M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$5.29M

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
276
$21K 0.01%
+200
277
$21K 0.01%
+1,000
278
$21K 0.01%
+300
279
$21K 0.01%
+153
280
$20K 0.01%
+64
281
$20K 0.01%
+185
282
$20K 0.01%
+390
283
$20K 0.01%
+776
284
$20K 0.01%
+315
285
$20K 0.01%
+122
286
$19K 0.01%
+241
287
$19K 0.01%
+885
288
$18K 0.01%
+75
289
$18K 0.01%
+283
290
$18K 0.01%
+231
291
$18K 0.01%
+70
292
$18K 0.01%
+112
293
$18K 0.01%
+87
294
$17K 0.01%
+86
295
$17K 0.01%
+350
296
$17K 0.01%
+390
297
$16K 0.01%
+204
298
$16K 0.01%
+413
299
$16K 0.01%
+201
300
$15K 0.01%
+428
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