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Home > Institutional Investor > Capital Financial Services, Llc > Profile

Instuitional Investor - Capital Financial Services, Llc

Fund Profile
Filing Period:
Fund Name: Capital Financial Services, Llc
Portfolio Value $72,474,384
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 36,240 $4,708,620 6.49%
2.
Nv5 Global Inc.
 NVEE 34,869 $4,613,821 6.36%
3.
Berkshire Hathaway Inc
 BRK.A 12,953 $4,001,028 5.52%
4.
Pfizer Inc
 PFE 71,624 $3,670,014 5.06%
5.
Arista Networks Inc.
 ANET 23,062 $2,798,574 3.86%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)