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
326
$12K 0.01%
+70
327
$12K 0.01%
+200
328
$12K 0.01%
+505
329
$12K 0.01%
+403
330
$12K 0.01%
+122
331
$11K 0.01%
+93
332
$11K 0.01%
+66
333
$11K 0.01%
+99
334
$11K 0.01%
+330
335
$11K 0.01%
+275
336
$11K 0.01%
+120
337
$11K 0.01%
+35
338
$11K 0.01%
+240
339
$11K 0.01%
+60
340
$11K 0.01%
+600
341
$10K 0.01%
+266
342
$10K 0.01%
+110
343
$10K 0.01%
+446
344
$10K 0.01%
+25
345
$10K 0.01%
+128
346
$10K 0.01%
+473
347
$10K 0.01%
+182
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