Captrust Financial Advisors
CIK Number: 0001512024
35.01B
Market Value
2,072
# of Holdings
16 months
Avg. Holding Period
74.26%
Win Rate
36.16%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Ishares Core S&... | 586.14 | -1.83% | 3.14M | +8.14% | 1.81B | 550.55 | 5.37% | |
| 2 | Apple Inc Com | 238.04 | -1.57% | 4.93M | +1.77% | 1.15B | 119.13 | 3.41% | |
| 3 | Vanguard Value | 176.33 | -1.01% | 5.33M | +2.67% | 930.71M | 138.23 | 2.76% | |
| 4 | Microsoft Corp ... | 387.92 | -2.29% | 2.03M | +1.56% | 873.91M | 262.44 | 2.59% | |
| 5 | Vanguard Ftse D... | 51.38 | +0.62% | 16.43M | +7.20% | 867.77M | 45.89 | 2.57% |
Trade Smarter, Not Harder
Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.
- Unlimited access to all data and tools
- Unlimited access to all data and tools, giving you the edge over everyone else in the market.
- Realtime Options & Dark Pool Data
- Instant access to live options & dark pool data to spot opportunities and trade with precision before the market moves.
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- Up to 30 years financial history
- We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.