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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 $1,725,146,647
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 942,276 $286,385,892 16.6%
2.
Ishares Trust
 IEF 661,216 $224,529,007 13.02%
3.
Dimensional Etf Trust
 5,357,309 $192,005,953 11.13%
4.
Flexshares Trust
 2,124,810 $131,483,229 7.62%
5.
Vanguard Bond Index Funds
 BND 1,693,913 $124,722,843 7.23%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)