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
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$15K 0.01%
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321
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+70