CTFG

Capstone Triton Financial Group Portfolio holdings

AUM $57.4M
1-Year Est. Return 24.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$49.6M
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$583K
2
+$251K
3
+$219K
4
SO icon
Southern Company
SO
+$193K
5
DLR icon
Digital Realty Trust
DLR
+$188K

Top Sells

1
+$13.6M
2
+$9.54M
3
+$7.3M
4
AGZ icon
iShares Agency Bond ETF
AGZ
+$7.14M
5
AMZN icon
Amazon
AMZN
+$6.64M

Sector Composition

1 Healthcare 9.81%
2 Consumer Staples 9.31%
3 Technology 9.17%
4 Financials 6.81%
5 Industrials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
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