CTFG
Capstone Triton Financial Group Portfolio holdings
AUM
$138M
This Quarter Return
+5.97%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$49.6M
AUM Growth
+$49.6M
(-70%)
Cap. Flow
-$117M
Cap. Flow
% of AUM
-235.59%
Top 10 Holdings %
Top 10 Hldgs %
24.08%
Holding
123
New
3
Increased
42
Reduced
14
Closed
37
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$13.6M |
| 2 |
Shopify
SHOP
|
$9.54M |
| 3 |
MongoDB
MDB
|
$7.31M |
| 4 |
iShares Agency Bond ETF
AGZ
|
$7.14M |
| 5 |
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% |
