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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 $1,619,678,050
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 950,803 $275,552,192 17.01%
2.
Ishares Trust
 IEF 680,762 $219,314,390 13.54%
3.
Dimensional Etf Trust
 5,551,570 $192,028,791 11.85%
4.
Vanguard Bond Index Funds
 BND 1,659,432 $119,329,781 7.36%
5.
Flexshares Trust
 2,056,797 $111,525,720 6.88%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)