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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
1
0
1
16
2
5
CAPSTONE FINANCIAL ADVISORS INC

Time Period2018-03-31

Total Holdings94

Total Value ($x1000)303,118
Activities
New18

Increased20

Unchanged23

Decreased33

Sold Out8

Top 10 Stock Holdingstotal 78.23%
VTI20.97

VIG18.7

MDY9.15

MCD7.07

BND6.69

 
BNDX4.38

VXUS3.69

AAPL2.98

GWW2.51

JPM2.09

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
20.97%
TOTAL STK MKT
VIG
18.7%
DIV APP ETF
MDY
9.15%
UTSER1 S&PDCRP
MCD
7.07%
COM
BND
6.69%
TOTAL BND MRKT
IWF
5.3%
PRN
BNDX
4.38%
INTL BD IDX ETF
VXUS
3.69%
VG TL INTL STK F
AAPL
2.98%
COM
GWW
2.51%
COM
JPM
2.09%
COM
TOLZ
1.55%
DJ BRKFLD GLB
CME
1.54%
COM
DNKN
0.9%
COM
EFA
0.74%
PRN
SPY
0.66%
TR UNIT
VEA
0.65%
FTSE DEV MKT ETF
MBFI
0.64%
COM
VWO
0.64%
PRN
JNJ
0.51%
COM
AMZN
0.48%
COM
UN
0.4%
N Y SHS NEW
SCHB
0.39%
US BRD MKT ETF
INTC
0.37%
COM
QCOM
0.29%
COM
IBM
0.27%
COM
T
0.25%
COM
CBOE
0.25%
COM
MSFT
0.25%
COM
COST
0.21%
COM
BRK.B
0.2%
CL B NEW
ARCO
0.2%
SHS CLASS -A -
AMLP
0.17%
ALERIAN MLP
CTL
0.17%
COM
BABA
0.16%
SPONSORED ADS
VNQ
0.15%
REIT ETF
VTEB
0.14%
TAX-EXEMPT BD
WBA
0.14%
COM
FB
0.13%
CL A
TDTT
0.13%
IBOXX 3R TARGT
V
0.12%
COM CL A
VZ
0.12%
COM
IWV
0.11%
PRN
IVE
0.11%
S&P 500 VAL ETF
EVH
0.11%
CL A
XOM
0.1%
COM
VEU
0.1%
ALLWRLD EX US
DEO
0.1%
SPON ADR NEW
NTRS
0.1%
COM
NAV
0.1%
COM
RSP
0.1%
GUG S&P500 EQ WT
LW
0.1%
COM
DIS
0.09%
COM DISNEY
AMGN
0.09%
COM
GE
0.09%
COM
HD
0.09%
COM
IEI
0.09%
3-7 YR TR BD ETF
MYE
0.09%
COM
IJH
0.08%
PRN
UNH
0.08%
COM
PFE
0.08%
COM
NFLX
0.08%
COM
IVW
0.08%
S&P 500 GRWT ETF
IVV
0.08%
CORE S&P500 ETF
PG
0.08%
COM
RYAAY
0.08%
SPONSORED ADR NE
ICE
0.08%
COM
CELG
0.08%
COM
XLK
0.08%
PRN
FDX
0.07%
COM
GOOG
0.07%
CAP STK CL C
TSLA
0.07%
COM
CAT
0.07%
COM
ADM
0.07%
COM
DUK
0.07%
COM NEW
GOOGL
0.07%
CAP STK CL A
CMG
0.07%
COM
EQAL
0.07%
1000 EQ WHT PT
IDA
0.07%
COM
WEC
0.07%
COM
SCPB
0.07%
BARC SHT TR CP
NDLS
0.06%
CL A
ANW
0.05%
SHS
GNC
0.03%
COM CL A
GGB
0.03%
SPON ADR REP PFD
HABT
0.03%
CL A
SSW
0.02%
SHS
BW
0.01%
COM
SSI
0.01%
COM NEW
NE
0.01%
SHS USD
ODP
0.01%
COM
CHK
0.01%
COM
CHEK
0.01%
SHS
SDRL
< 0.01%
SHS
WFC
0.13%
COM
IWN
0.13%
RUS 2000 VAL ETF
SBUX
0.11%
COM
NVDA
0.09%
COM
BAC
0.08%
COM
UPS
0.08%
CL B
PBR
0.04%
SPONSORED ADR
CVEO
0.01%
COM