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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
1
1
16
1
4
CAPSTONE FINANCIAL ADVISORS INC

Time Period2017-12-31

Total Holdings84

Total Value ($x1000)267,970
Activities
New6

Increased22

Unchanged24

Decreased32

Sold Out7

Top 10 Stock Holdingstotal 76.52%
VIG22.29

VTI18.66

MDY10.78

MCD6.97

BND4.51

 
AAPL3.47

BNDX2.71

VXUS2.43

GWW2.38

JPM2.32

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VIG
22.29%
DIV APP ETF
VTI
18.66%
TOTAL STK MKT
MDY
10.78%
UTSER1 S&PDCRP
MCD
6.97%
COM
IWF
5.94%
PRN
BND
4.51%
TOTAL BND MRKT
AAPL
3.47%
COM
BNDX
2.71%
INTL BD IDX ETF
VXUS
2.43%
VG TL INTL STK F
GWW
2.38%
COM
JPM
2.32%
COM
CME
1.59%
COM
DNKN
1.22%
COM
SPY
0.89%
TR UNIT
MBFI
0.85%
COM
EFA
0.84%
PRN
VEA
0.75%
FTSE DEV MKT ETF
VWO
0.69%
PRN
JNJ
0.65%
COM
TOLZ
0.63%
DJ BRKFLD GLB
AMZN
0.48%
COM
UN
0.46%
N Y SHS NEW
SCHB
0.45%
US BRD MKT ETF
INTC
0.39%
COM
QCOM
0.39%
COM
AMLP
0.36%
ALERIAN MLP
IBM
0.33%
COM
T
0.31%
COM
CBOE
0.3%
COM
COST
0.28%
COM
MSFT
0.28%
COM
ARCO
0.25%
SHS CLASS -A -
BRK.B
0.23%
CL B NEW
FB
0.21%
CL A
CTL
0.2%
COM
V
0.2%
COM CL A
WBA
0.18%
COM
IVV
0.18%
CORE S&P500 ETF
VNQ
0.16%
REIT ETF
VZ
0.15%
COM
VTEB
0.14%
TAX-EXEMPT BD
BABA
0.14%
SPONSORED ADS
NAV
0.14%
COM
PG
0.13%
COM
XOM
0.13%
COM
IWV
0.13%
PRN
WFC
0.13%
COM
IWN
0.13%
RUS 2000 VAL ETF
DUK
0.13%
COM NEW
DEO
0.12%
SPON ADR NEW
DIS
0.11%
COM DISNEY
AMGN
0.11%
COM
GOOGL
0.11%
CAP STK CL A
RSP
0.11%
GUG S&P500 EQ WT
SBUX
0.11%
COM
NTRS
0.11%
COM
TSLA
0.1%
COM
FDX
0.1%
COM
UNH
0.1%
COM
PFE
0.1%
COM
GOOG
0.09%
CAP STK CL C
NVDA
0.09%
COM
HD
0.09%
COM
XLK
0.09%
PRN
ICE
0.08%
COM
WEC
0.08%
COM
IDA
0.08%
COM
EQAL
0.08%
1000 EQ WHT PT
RYAAY
0.08%
SPONSORED ADR NE
BAC
0.08%
COM
ADM
0.08%
COM
UPS
0.08%
CL B
ANW
0.06%
SHS
NDLS
0.05%
CL A
PBR
0.04%
SPONSORED ADR
GNC
0.03%
COM CL A
GGB
0.03%
SPON ADR REP PFD
BW
0.02%
COM
NE
0.02%
SHS USD
CHEK
0.02%
SHS
CHK
0.01%
COM
SSI
0.01%
COM NEW
CVEO
0.01%
COM
SDRL
< 0.01%
SHS
CVX
0.12%
COM
WPC
0.12%
COM
MYE
0.09%
COM
CMG
0.09%
COM
VALE
0.09%
ADR
RFP
0.06%
COM
GSAT
0.03%
COM