CAPITAL FINANCIAL GROUP INC\CO\ /ADV - Portfolio overview

CAPITAL FINANCIAL GROUP INC\CO\ /ADV has 106 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Healthcare.

Largest reported holdings by portfolio allocation

1. SPYM - SPDR SERIES TRUST, 9.36%
2. GSIE - GOLDMAN SACHS ETF TR, 6.95%
3. USMV - ISHARES TR, 6.69%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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