Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $1,593,588,620
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 960,904 $264,094,798 16.57%
2.
Ishares Trust
 IEF 666,279 $204,374,547 12.82%
3.
Dimensional Etf Trust
 5,567,604 $183,675,251 11.53%
4.
Vanguard Bond Index Funds
 BND 1,686,655 $123,884,833 7.77%
5.
Flexshares Trust
 2,109,611 $121,597,967 7.63%
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%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)