CTFG
Capstone Triton Financial Group Portfolio holdings
AUM
$138M
This Quarter Return
+6.59%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$156M
AUM Growth
+$156M
(+9.7%)
Cap. Flow
+$6.72M
Cap. Flow
% of AUM
4.3%
Top 10 Holdings %
Top 10 Hldgs %
33.17%
Holding
111
New
15
Increased
28
Reduced
55
Closed
1
Top Buys
| 1 |
Oracle
ORCL
|
$1.55M |
| 2 |
Digital Realty Trust
DLR
|
$1.24M |
| 3 |
Broadcom
AVGO
|
$899K |
| 4 |
Accenture
ACN
|
$675K |
| 5 |
Dell
DELL
|
$664K |
Top Sells
| 1 |
MongoDB
MDB
|
$1.24M |
| 2 |
Moderna
MRNA
|
$319K |
| 3 |
Apple
AAPL
|
$188K |
| 4 |
Shopify
SHOP
|
$101K |
| 5 |
NVIDIA
NVDA
|
$84K |
Sector Composition
| 1 | Technology | 28.19% |
| 2 | Consumer Staples | 11.17% |
| 3 | Financials | 7.22% |
| 4 | Industrials | 5.3% |
| 5 | Healthcare | 4.64% |
