CTFG
Capstone Triton Financial Group Portfolio holdings
AUM
$138M
This Quarter Return
+13.92%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$163M
AUM Growth
–
Cap. Flow
+$163M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
39.47%
Holding
349
New
349
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$13M |
| 2 |
iShares Agency Bond ETF
AGZ
|
$12.4M |
| 3 |
Shopify
SHOP
|
$7.96M |
| 4 |
Amazon
AMZN
|
$6.47M |
| 5 |
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% |
