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Home > Institutional Investor > Capstone Financial Advisors, Inc. > Profile

Instuitional Investor - Capstone Financial Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Capstone Financial Advisors, Inc.
Portfolio Value $1,845,129,654
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 944,996 $310,119,488 16.81%
2.
Ishares Trust
 IEF 654,417 $239,176,367 12.96%
3.
Dimensional Etf Trust
 5,381,765 $207,574,659 11.25%
4.
Flexshares Trust
 2,153,565 $135,502,330 7.34%
5.
Vanguard Bond Index Funds
 BND 1,725,971 $128,360,440 6.96%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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