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Home > Institutional Investor > Capstone Financial Advisors, Inc. > Profile

Instuitional Investor - Capstone Financial Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Capstone Financial Advisors, Inc.
Portfolio Value $1,396,348,312
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 864,358 $205,042,975 14.68%
2.
Ishares Trust
 IEF 706,941 $185,402,262 13.27%
3.
Dimensional Etf Trust
 5,304,078 $155,038,196 11.1%
4.
Vanguard Bond Index Funds
 BND 1,403,879 $103,255,282 7.39%
5.
Flexshares Trust
 1,717,847 $91,904,794 6.58%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)