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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
20
3
4
0
0
1
9
3
3
CAPSTONE FINANCIAL ADVISORS INC

Time Period2018-12-31

Total Holdings90

Total Value ($x1000)498,089
Activities
New22

Increased28

Unchanged23

Decreased17

Sold Out20

Top 10 Stock Holdingstotal 76.33%
VTI20.61

BND10.45

BNDX8.86

VIG8.73

VXUS5.7

 
MCD5.05

ITOT4.81

MDY4.12

TILT4.11

TOLZ3.89

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
20.61%
TOTAL STK MKT
BND
10.45%
TOTAL BND MRKT
BNDX
8.86%
INTL BD IDX ETF
VIG
8.73%
DIV APP ETF
VXUS
5.7%
VG TL INTL STK F
MCD
5.05%
COM
ITOT
4.81%
CORE S&P TTL STK
MDY
4.12%
UTSER1 S&PDCRP
TILT
4.11%
MORNSTAR USMKT
TOLZ
3.89%
DJ BRKFLD GLB
IWF
3%
PRN
IXUS
2.24%
CORE MSCITOTAL
TLTD
1.9%
M STAR DEV MKT
AAPL
1.61%
COM
REET
1.26%
GLOBAL REIT ETF
VTEB
1.15%
TAX-EXEMPT BD
JPM
1.03%
COM
IGF
1.01%
GLB INFRASTR ETF
CME
0.99%
COM
DNKN
0.69%
COM
AGG
0.65%
CORE TOTUSBD ETF
VEA
0.65%
FTSE DEV MKT ETF
GWW
0.52%
COM
AMZN
0.4%
COM
MBFI
0.38%
COM
EFA
0.38%
PRN
MCD
0.32%
PUT
SPY
0.29%
TR UNIT
JNJ
0.29%
COM
VWO
0.28%
PRN
AGGY
0.27%
BRCLYS US AGGR
UN
0.23%
N Y SHS NEW
USMV
0.23%
USA MIN VOL ETF
SCHB
0.22%
US BRD MKT ETF
INTC
0.2%
COM
EMB
0.2%
JP MOR EM MK ETF
QCOM
0.18%
COM
BRK.B
0.17%
CL B NEW
AMLP
0.15%
ALERIAN MLP
MSFT
0.13%
COM
CBOE
0.13%
COM
COST
0.13%
COM
ARCO
0.12%
SHS CLASS -A -
IBM
0.12%
COM
CTL
0.11%
COM
WBA
0.09%
COM
VZ
0.09%
COM
IWN
0.09%
RUS 2000 VAL ETF
NAV
0.08%
COM
IWD
0.08%
RUS 1000 VAL ETF
DIS
0.08%
COM DISNEY
LW
0.07%
COM
KMX
0.07%
COM
UNH
0.07%
COM
VT
0.07%
TT WRLD ST ETF
IWV
0.07%
PRN
DEO
0.06%
SPON ADR NEW
PFE
0.06%
COM
FLOT
0.06%
FLTG RATE BD ETF
AMGN
0.06%
COM
RSP
0.06%
S&P500 EQL WGT
FB
0.06%
CL A
CMG
0.06%
COM
BABA
0.06%
SPONSORED ADS
XOM
0.05%
COM
ICE
0.05%
COM
DUK
0.05%
COM NEW
CAT
0.05%
COM
NTRS
0.05%
COM
WEC
0.05%
COM
T
0.04%
COM
MRK
0.04%
COM
ADM
0.04%
COM
MYE
0.04%
COM
GE
0.04%
COM
NDLS
0.04%
CL A
AWF
0.02%
COM
JPS
0.02%
COM
SSW
0.02%
SHS
FAX
0.01%
COM
CX
0.01%
SPON ADR NEW
GGB
0.01%
SPON ADR REP PFD
CHK
0.01%
COM
MIN
0.01%
SH BEN INT
GFI
0.01%
SPONSORED ADR
BW
0.01%
COM
NE
0.01%
SHS USD
RAD
0.01%
COM
JCP
< 0.01%
COM
SSI
< 0.01%
COM NEW
PLD
0.16%
COM
ULTA
0.1%
COM
VNQ
0.1%
REIT ETF
V
0.09%
COM CL A
NFLX
0.08%
COM
HD
0.07%
COM
IVV
0.07%
CORE S&P500 ETF
XLK
0.07%
PRN
IVE
0.07%
S&P 500 VAL ETF
GOOG
0.06%
CAP STK CL C
GOOGL
0.06%
CAP STK CL A
CELG
0.06%
COM
IDA
0.06%
COM
EQAL
0.06%
RUSEL 1000 EQL
FDX
0.05%
COM
IWM
0.05%
RUSSELL 2000 ETF
NAD
0.04%
PRN
ANW
0.04%
SHS
GNC
0.03%
COM CL A
ANY
< 0.01%
COM NEW