CF
| |
Capstone Financial Group, Inc.13F | |
| Capstone Financial Group, Inc. | |
| Last update 2020-10-09 | 151 Stocks (20 new) |
| Value $128.00 Mil | Turnover 7 % |
Capstone Financial Group, Inc.... Top Holdings of 2020-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGZ | iShares Agency Bond ETF | 109,906 | 13,283.0 | +0.97% | 10.410 | +0.10% | 1.820 | +0.82% | +2.78% | 609.7 | ||
AAPL | Apple Inc | 100,712 | 11,397.0 | -3.86% | 8.930 | -0.31% | 0.000 | +6.76% | -15.93% | 3,136,822.2 | Hardware | |
SHOP | Shopify Inc | 74,950 | 7,804.0 | -16.42% | 6.120 | -1.25% | 0.010 | +51.52% | +19.20% | 165,089.3 | Software | |
AMZN | Amazon.com Inc | 41,580 | 6,445.0 | -1.33% | 5.050 | -0.07% | 0.000 | +29.70% | +2.05% | 2,376,789.0 | Retail - Cyclical | |
MINT |
PIMCO Enhanced Short Maturity Active Exchange-Trad
PIMCO Enhanced Short Maturity Active Exchange-Trad
| 37,294 | 3,801.0 | -0.60% | 2.980 | -0.02% | 0.030 | +1.31% | +2.49% | 13,315.4 | ||
MSFT | Microsoft Corp | 18,397 | 3,788.0 | -8.41% | 2.970 | -0.29% | 0.000 | +39.39% | +21.87% | 3,803,232.7 | Software | |
MDB | MongoDB Inc | 15,229 | 3,753.0 | -3.16% | 2.940 | -0.09% | 0.020 | +37.22% | -6.13% | 17,857.0 | Software | |
ANGL |
VanEck Vectors Fallen Angel High Yield Bond ETF
VanEck Vectors Fallen Angel High Yield Bond ETF
| 113,986 | 3,408.0 | +130.57% | 2.670 | +1.51% | 0.080 | +5.36% | +4.43% | 2,932.4 | ||
ABT | Abbott Laboratories | 27,004 | 2,869.0 | +0.50% | 2.250 | +0.01% | 0.000 | -7.58% | +8.08% | 209,667.8 | Medical Devices & Instruments | |
PYPL | PayPal Holdings Inc | 14,612 | 2,801.0 | -0.01% | 2.200 | 0% | 0.000 | +21.08% | -13.46% | 71,831.3 | Credit Services |
Capstone Financial Group, Inc.'s Historical Top Holdings Breakdowns
Capstone Financial Group, Inc. Total Holding History ($B)
Capstone Financial Group, Inc.'s Asset Allocation
Capstone Financial Group, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Capstone Financial Group, Inc.'s Hypothetical Growth since 2020-09-30
Capstone Financial Group, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Capstone Financial Group, Inc.'s Holdings Heat Map
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Capstone Financial Group, Inc.'s Holdings Bubble Chart
Capstone Financial Group, Inc. News
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