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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
18
2
5
1
0
1
15
3
5
CAPSTONE FINANCIAL ADVISORS INC

Time Period2018-06-30

Total Holdings85

Total Value ($x1000)333,183
Activities
New5

Increased32

Unchanged27

Decreased21

Sold Out14

Top 10 Stock Holdingstotal 79.95%
VTI23.57

VIG16.74

MDY8.51

BND7.4

MCD6.77

 
BNDX4.92

VXUS4.55

AAPL2.89

GWW2.5

TOLZ2.1

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
23.57%
TOTAL STK MKT
VIG
16.74%
DIV APP ETF
MDY
8.51%
UTSER1 S&PDCRP
BND
7.4%
TOTAL BND MRKT
MCD
6.77%
COM
IWF
5.07%
PRN
BNDX
4.92%
INTL BD IDX ETF
VXUS
4.55%
VG TL INTL STK F
AAPL
2.89%
COM
GWW
2.5%
COM
TOLZ
2.1%
DJ BRKFLD GLB
JPM
1.8%
COM
CME
1.42%
COM
DNKN
0.94%
COM
MBFI
0.68%
COM
EFA
0.64%
PRN
AMZN
0.55%
COM
SPY
0.49%
TR UNIT
VEA
0.49%
FTSE DEV MKT ETF
VWO
0.46%
PRN
JNJ
0.41%
COM
SCHB
0.37%
US BRD MKT ETF
UN
0.36%
N Y SHS NEW
INTC
0.32%
COM
QCOM
0.27%
COM
IBM
0.23%
COM
MSFT
0.23%
COM
COST
0.21%
COM
CBOE
0.21%
COM
T
0.21%
COM
NAV
0.18%
COM
BRK.B
0.18%
CL B NEW
CTL
0.17%
COM
FB
0.17%
CL A
AMLP
0.17%
ALERIAN MLP
ARCO
0.16%
SHS CLASS -A -
EVH
0.15%
CL A
VTEB
0.14%
TAX-EXEMPT BD
BABA
0.14%
SPONSORED ADS
KMX
0.12%
COM
WBA
0.12%
COM
VNQ
0.12%
REIT ETF
NFLX
0.12%
COM
VZ
0.11%
COM
IWV
0.11%
PRN
LW
0.1%
COM
XOM
0.1%
COM
DIS
0.1%
COM DISNEY
V
0.1%
COM CL A
DEO
0.1%
SPON ADR NEW
RSP
0.09%
S&P500 EQL WGT
NDLS
0.09%
CL A
HD
0.09%
COM
UNH
0.09%
COM
NTRS
0.09%
COM
GE
0.08%
COM
CMG
0.08%
COM
IVV
0.08%
CORE S&P500 ETF
PFE
0.08%
COM
XLK
0.08%
PRN
IVE
0.08%
S&P 500 VAL ETF
MYE
0.08%
COM
ICE
0.07%
COM
AMGN
0.07%
COM
GOOG
0.07%
CAP STK CL C
GOOGL
0.07%
CAP STK CL A
ADM
0.07%
COM
RYAAY
0.07%
SPONSORED ADR NE
DUK
0.07%
COM NEW
EQAL
0.06%
RUSEL 1000 EQL
IDA
0.06%
COM
CELG
0.06%
COM
WEC
0.06%
COM
FDX
0.06%
COM
SSW
0.03%
SHS
HABT
0.03%
CL A
BW
0.03%
COM
GNC
0.03%
COM CL A
GGB
0.02%
SPON ADR REP PFD
ANW
0.02%
SHS
CHK
0.02%
COM
SSI
0.01%
COM NEW
ODP
0.01%
COM
JCP
0.01%
COM
ANY
< 0.01%
COM NEW
TDTT
0.13%
IBOXX 3R TARGT
VEU
0.1%
ALLWRLD EX US
RSP
0.1%
GUG S&P500 EQ WT
IEI
0.09%
3-7 YR TR BD ETF
IJH
0.08%
PRN
IVW
0.08%
S&P 500 GRWT ETF
PG
0.08%
COM
TSLA
0.07%
COM
CAT
0.07%
COM
EQAL
0.07%
1000 EQ WHT PT
SCPB
0.07%
BARC SHT TR CP
NE
0.01%
SHS USD
CHEK
0.01%
SHS
SDRL
< 0.01%
SHS