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
$117M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$444K
2 +$235K
3 +$204K
4
BALT icon
Innovator Defined Wealth Shield ETF
BALT
+$167K
5
NVDA icon
NVIDIA
NVDA
+$118K

Top Sells

1 +$51.3M
2 +$1.36M
3 +$895K
4
T icon
AT&T
T
+$551K
5
PARA
Paramount Global Class B
PARA
+$220K

Sector Composition

1 Technology 25.78%
2 Consumer Staples 11.5%
3 Healthcare 8.07%
4 Financials 5.9%
5 Communication Services 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,800