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Home > Institutional Investor > Capital Analysts, Llc > Profile

Instuitional Investor - Capital Analysts, Llc

Fund Profile
Filing Period:
Fund Name: Capital Analysts, Llc
Portfolio Value $3,805,497
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 3,975,707 $304,320 8%
2.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 3,152,490 $143,817 3.78%
3.
Ishares Trust
 IEF 185,934 $121,455 3.19%
4.
Ishares Trust
 HYG 1,322,097 $119,691 3.15%
5.
Spdr Series Trust
 2,520,753 $84,546 2.22%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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