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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 $1,986,248
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 2,788,531 $155,879 7.84%
2.
Ishares Tr
 1,514,991 $106,579 5.36%
3.
Ishares Trust
 IEF 205,278 $98,047 4.93%
4.
Fidelity Merrimack Str Tr
 1,599,363 $73,635 3.7%
5.
Ishares Trust
 IEF 191,049 $52,949 2.66%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)