Captrust Financial Advisors
CIK Number: 0001512024
33.71B
Market Value
2,068
# of Holdings
16 months
Avg. Holding Period
73.16%
Win Rate
42.85%
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&... | 607.65 | -0.48% | 3.14M | +8.14% | 1.81B | 550.55 | 5.37% | |
| 2 | Apple Inc Com | 248.10 | +0.65% | 4.93M | +1.77% | 1.15B | 134.22 | 3.41% | |
| 3 | Vanguard Value | 174.73 | -0.45% | 5.33M | +2.67% | 930.71M | 138.23 | 2.76% | |
| 4 | Microsoft Corp ... | 449.67 | +0.15% | 2.03M | +1.56% | 873.91M | 262.44 | 2.59% | |
| 5 | Vanguard Ftse D... | 50.10 | -0.98% | 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.
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- Unlimited access to all data and tools, giving you the edge over everyone else in the market.
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- Up to 30 years financial history
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