CAPSTONE FINANCIAL ADVISORS, INC. Holdings

CAPSTONE FINANCIAL ADVISORS, INC. is an investment fund managing more than 1.08B US dollars. The largest holdings include iShares Russell 1000 ETF, Vanguard Total Stock Market Index Fund and Dimensional U.S. Core Equity 2 ETF. In Q3 2022 the fund bought assets of total value of 82.13M US dollars and sold assets of total value of 172.02M US dollars.

$1.08B

portfolio value

-7.87%

quarter

-28.73%

1 year

-10.28%

3 years

+10.64%

5 years

CAPSTONE FINANCIAL ADVISORS, INC. portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q1 2016	12224000	36189000
Q2 2016	1561000	23033000
Q3 2016	1514000	588000
Q4 2016	40280000	2164000
Q1 2017	6099000	28827000
Q2 2017	4945000	2657000
Q3 2017	15944000	954000
Q4 2017	35320000	5200000
Q1 2018	42335000	8804000
Q2 2018	31323000	3230000
Q3 2018	70401000	3329000
Q4 2018	131863000	31874000
Q1 2019	128338000	43861000
Q2 2019	34859000	692000
Q3 2019	39208000	3688000
Q4 2019	57278000	175000
Q1 2020	263398000	207062000
Q2 2020	186496000	80940000
Q3 2020	62021000	4687000
Q4 2020	113239000	3623000
Q1 2021	77768000	3214000
Q2 2021	287595000	149940000
Q3 2021	124027000	112398000
Q4 2021	125911000	21047000
Q1 2022	115568000	119032000
Q2 2022	108458000	309003000
Q3 2022	82134000	172015000

CAPSTONE FINANCIAL ADVISORS, INC. 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
iShares Russell 1000 ETF Portfolio share: 14.03% Portfolio value: 152.12M Avg. open price: $146.65 Current price: $219.88 P/L: +49.94% Sold -1.42% shares Q3 2022	share	14.03%	152.12M	$146.65	$219.88	+49.94%	Sold -1.42% shares Q3 2022
Closed-End Fund - Equity Vanguard Total Stock Market Index Fund Portfolio share: 13.00% Portfolio value: 140.91M Avg. open price: $156.04 Current price: $199.98 P/L: +28.16% Bought +3.98% shares Q3 2022	share	13.00%	140.91M	$156.04	$199.98	+28.16%	Bought +3.98% shares Q3 2022
Dimensional U.S. Core Equity 2 ETF Portfolio share: 10.47% Portfolio value: 113.53M Avg. open price: $24.93 Current price: $25.29 P/L: +1.46% Bought +21.98% shares Q3 2022	share	10.47%	113.53M	$24.93	$25.29	+1.46%	Bought +21.98% shares Q3 2022
Vanguard Total Bond Market Index Fund Portfolio share: 7.30% Portfolio value: 79.13M Avg. open price: $77.26 Current price: $72.92 P/L: -5.62% Bought +7.97% shares Q3 2022	share	7.30%	79.13M	$77.26	$72.92	-5.62%	Bought +7.97% shares Q3 2022
FlexShares STOXX Global Broad Infrastructure Index Fund Portfolio share: 7.08% Portfolio value: 76.80M Avg. open price: $53.73 Current price: $51.64 P/L: -3.89% Bought +232.04% shares Q3 2022	share	7.08%	76.80M	$53.73	$51.64	-3.89%	Bought +232.04% shares Q3 2022
Vanguard Total Intl Stock Idx Fund Portfolio share: 5.48% Portfolio value: 59.42M Avg. open price: $53.69 Current price: $53.09 P/L: -1.11% Bought +14.80% shares Q3 2022	share	5.48%	59.42M	$53.69	$53.09	-1.11%	Bought +14.80% shares Q3 2022
iShares Core MSCI Total International Stock ETF Portfolio share: 4.67% Portfolio value: 50.59M Avg. open price: $65.71 Current price: $59.19 P/L: -9.93% Sold -8.67% shares Q3 2022	share	4.67%	50.59M	$65.71	$59.19	-9.93%	Sold -8.67% shares Q3 2022
DIMENSIONAL ETF TRUST Portfolio share: 4.45% Portfolio value: 48.24M Avg. open price: N/A Current price: N/A P/L: N/A Bought +67.32% shares Q3 2022	share	4.45%	48.24M	N/A	N/A	N/A	Bought +67.32% shares Q3 2022
Restaurants McDonald's Corporation Portfolio share: 4.23% Portfolio value: 45.85M Avg. open price: $170.15 Current price: $271.59 P/L: +59.62% Bought +3.87% shares Q3 2022	share	4.23%	45.85M	$170.15	$271.59	+59.62%	Bought +3.87% shares Q3 2022
Vanguard Total International Bond Index Fund Portfolio share: 3.59% Portfolio value: 38.94M Avg. open price: $52.7 Current price: $49.15 P/L: -6.74% Sold -13.55% shares Q3 2022	share	3.59%	38.94M	$52.7	$49.15	-6.74%	Sold -13.55% shares Q3 2022
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund Portfolio share: 2.46% Portfolio value: 26.69M Avg. open price: $62.81 Current price: $60.62 P/L: -3.48% Bought +0.37% shares Q3 2022	share	2.46%	26.69M	$62.81	$60.62	-3.48%	Bought +0.37% shares Q3 2022
FlexShares Morningstar US Market Factors Tilt Index Fund Portfolio share: 2.34% Portfolio value: 25.37M Avg. open price: $124.71 Current price: $155.4 P/L: +24.61% Sold -0.70% shares Q3 2022	share	2.34%	25.37M	$124.71	$155.4	+24.61%	Sold -0.70% shares Q3 2022
iShares Core U.S. Aggregate Bond ETF Portfolio share: 2.20% Portfolio value: 23.83M Avg. open price: $105.55 Current price: $98.54 P/L: -6.64% Sold -31.60% shares Q3 2022	share	2.20%	23.83M	$105.55	$98.54	-6.64%	Sold -31.60% shares Q3 2022
Consumer Electronics Apple Inc. Portfolio share: 2.19% Portfolio value: 23.76M Avg. open price: $46.69 Current price: $146.61 P/L: +213.99% Sold -0.84% shares Q3 2022	share	2.19%	23.76M	$46.69	$146.61	+213.99%	Sold -0.84% shares Q3 2022
iShares Global REIT ETF Portfolio share: 2.13% Portfolio value: 23.09M Avg. open price: $26.51 Current price: $23.16 P/L: -12.65% Sold -0.87% shares Q3 2022	share	2.13%	23.09M	$26.51	$23.16	-12.65%	Sold -0.87% shares Q3 2022
iShares Russell 1000 Growth ETF Portfolio share: 2.06% Portfolio value: 22.35M Avg. open price: $107.88 Current price: $228.12 P/L: +111.46% Sold -0.10% shares Q3 2022	share	2.06%	22.35M	$107.88	$228.12	+111.46%	Sold -0.10% shares Q3 2022
iShares Core S&P Total U.S. Stock Market ETF Portfolio share: 1.49% Portfolio value: 16.17M Avg. open price: $88.64 Current price: $88.61 P/L: -0.03% Sold -12.88% shares Q3 2022	share	1.49%	16.17M	$88.64	$88.61	-0.03%	Sold -12.88% shares Q3 2022
ISHARES TR Portfolio share: 0.95% Portfolio value: 10.33M Avg. open price: N/A Current price: N/A P/L: N/A Sold -9.81% shares Q3 2022	share	0.95%	10.33M	N/A	N/A	N/A	Sold -9.81% shares Q3 2022
Vanguard Dividend Appreciation Index Fund Portfolio share: 0.74% Portfolio value: 8.05M Avg. open price: $74 Current price: $156.13 P/L: +110.99% Sold -4.58% shares Q3 2022	share	0.74%	8.05M	$74	$156.13	+110.99%	Sold -4.58% shares Q3 2022
SPDR S&P MIDCAP 400 ETF Trust Portfolio share: 0.61% Portfolio value: 6.64M Avg. open price: $264.54 Current price: $458.44 P/L: +73.30% Sold -1.44% shares Q3 2022	share	0.61%	6.64M	$264.54	$458.44	+73.30%	Sold -1.44% shares Q3 2022
Banks—Diversified JPMorgan Chase & Co. Portfolio share: 0.52% Portfolio value: 5.62M Avg. open price: $117.56 Current price: $131.37 P/L: +11.75% Bought +1.39% shares Q3 2022	share	0.52%	5.62M	$117.56	$131.37	+11.75%	Bought +1.39% shares Q3 2022
iShares Russell 2000 ETF Portfolio share: 0.41% Portfolio value: 4.44M Avg. open price: $221.53 Current price: $182.83 P/L: -17.47% Sold -3.41% shares Q3 2022	share	0.41%	4.44M	$221.53	$182.83	-17.47%	Sold -3.41% shares Q3 2022
Pharmaceutical Retailers Walgreens Boots Alliance, Inc. Portfolio share: 0.37% Portfolio value: 3.99M Avg. open price: $53.63 Current price: $41.21 P/L: -23.15% Bought +0.15% shares Q3 2022	share	0.37%	3.99M	$53.63	$41.21	-23.15%	Bought +0.15% shares Q3 2022
Internet Retail Amazon.com, Inc. Portfolio share: 0.36% Portfolio value: 3.88M Avg. open price: $1,158.51 Current price: $91.02 P/L: -92.14% Bought +11.92% shares Q3 2022	share	0.36%	3.88M	$1,158.51	$91.02	-92.14%	Bought +11.92% shares Q3 2022
Financial Data & Stock Exchanges CME Group Inc. Portfolio share: 0.36% Portfolio value: 3.87M Avg. open price: $162.79 Current price: $180.38 P/L: +10.81% Sold -0.05% shares Q1 2022	share	0.36%	3.87M	$162.79	$180.38	+10.81%	Sold -0.05% shares Q1 2022
Software—Infrastructure Microsoft Corporation Portfolio share: 0.35% Portfolio value: 3.80M Avg. open price: $161.44 Current price: $250.2 P/L: +54.98% Bought +4.51% shares Q3 2022	share	0.35%	3.80M	$161.44	$250.2	+54.98%	Bought +4.51% shares Q3 2022
Vanguard Russell 1000 Index Fund Portfolio share: 0.32% Portfolio value: 3.49M Avg. open price: N/A Current price: $182.02 P/L: N/A Sold -38.42% shares Q3 2022	share	0.32%	3.49M	N/A	$182.02	N/A	Sold -38.42% shares Q3 2022
SPDR S&P 500 ETF Trust Portfolio share: 0.22% Portfolio value: 2.39M Avg. open price: $251.72 Current price: $400.01 P/L: +58.91% Bought +13.13% shares Q3 2022	share	0.22%	2.39M	$251.72	$400.01	+58.91%	Bought +13.13% shares Q3 2022
SPDR Dow Jones Global Real Estate ETF Portfolio share: 0.22% Portfolio value: 2.38M Avg. open price: $35.48 Current price: $42.16 P/L: +18.84% Bought +1.17% shares Q3 2022	share	0.22%	2.38M	$35.48	$42.16	+18.84%	Bought +1.17% shares Q3 2022
Information Technology Services Accenture plc Portfolio share: 0.21% Portfolio value: 2.30M Avg. open price: $332.55 Current price: $292.93 P/L: -11.91% Bought +1.56% shares Q3 2022	share	0.21%	2.30M	$332.55	$292.93	-11.91%	Bought +1.56% shares Q3 2022
iShares National Muni Bond ETF Portfolio share: 0.19% Portfolio value: 2.05M Avg. open price: $106.36 Current price: $106.17 P/L: -0.18% Bought +279.96% shares Q3 2022	share	0.19%	2.05M	$106.36	$106.17	-0.18%	Bought +279.96% shares Q3 2022
Semiconductors QUALCOMM Incorporated Portfolio share: 0.19% Portfolio value: 2.01M Avg. open price: $109.41 Current price: $123.3 P/L: +12.69% Bought +1.50% shares Q3 2022	share	0.19%	2.01M	$109.41	$123.3	+12.69%	Bought +1.50% shares Q3 2022
Asset Management Tri-Continental Corporation Portfolio share: 0.18% Portfolio value: 1.93M Avg. open price: N/A Current price: $27.69 P/L: N/A N/A Q2 2021	share	0.18%	1.93M	N/A	$27.69	N/A	N/A Q2 2021
Discount Stores Costco Wholesale Corporation Portfolio share: 0.17% Portfolio value: 1.87M Avg. open price: $354.85 Current price: $488.66 P/L: +37.71% Bought +6.66% shares Q3 2022	share	0.17%	1.87M	$354.85	$488.66	+37.71%	Bought +6.66% shares Q3 2022
JPMorgan Ultra-Short Municipal Income ETF Portfolio share: 0.17% Portfolio value: 1.85M Avg. open price: $50.74 Current price: $50.57 P/L: -0.34% Sold -37.50% shares Q3 2022	share	0.17%	1.85M	$50.74	$50.57	-0.34%	Sold -37.50% shares Q3 2022
Vanguard Tax-Exempt Bond Index Fund Portfolio share: 0.17% Portfolio value: 1.83M Avg. open price: $53.55 Current price: $49.83 P/L: -6.95% Sold -82.25% shares Q3 2022	share	0.17%	1.83M	$53.55	$49.83	-6.95%	Sold -82.25% shares Q3 2022
Packaged Foods General Mills, Inc. Portfolio share: 0.17% Portfolio value: 1.83M Avg. open price: $59.8 Current price: $86.3 P/L: +44.32% Bought +0.07% shares Q2 2021	share	0.17%	1.83M	$59.8	$86.3	+44.32%	Bought +0.07% shares Q2 2021
Vanguard Russell 2000 Index Fund Portfolio share: 0.14% Portfolio value: 1.5M Avg. open price: $91.01 Current price: $73.92 P/L: -18.78% Bought +0.76% shares Q3 2022	share	0.14%	1.5M	$91.01	$73.92	-18.78%	Bought +0.76% shares Q3 2022
Drug Manufacturers—General Johnson & Johnson Portfolio share: 0.14% Portfolio value: 1.47M Avg. open price: $141.85 Current price: $178.78 P/L: +26.04% Sold -0.50% shares Q3 2022	share	0.14%	1.47M	$141.85	$178.78	+26.04%	Sold -0.50% shares Q3 2022
Schwab U.S. Broad Market ETF Portfolio share: 0.13% Portfolio value: 1.44M Avg. open price: $53.85 Current price: $46.84 P/L: -13.02% Bought +0.73% shares Q3 2022	share	0.13%	1.44M	$53.85	$46.84	-13.02%	Bought +0.73% shares Q3 2022
Healthcare Plans CIGNA CORP NEW Portfolio share: 0.12% Portfolio value: 1.32M Avg. open price: $225.37 Current price: $327.39 P/L: +45.27% Bought +0.06% shares Q3 2022	share	0.12%	1.32M	$225.37	$327.39	+45.27%	Bought +0.06% shares Q3 2022
Auto Manufacturers Tesla, Inc. Portfolio share: 0.11% Portfolio value: 1.24M Avg. open price: $117.08 Current price: $182.45 P/L: +55.83% Bought +1.69% shares Q3 2022	share	0.11%	1.24M	$117.08	$182.45	+55.83%	Bought +1.69% shares Q3 2022
Oil & Gas Integrated Exxon Mobil Corporation Portfolio share: 0.10% Portfolio value: 1.10M Avg. open price: $54.53 Current price: $106.85 P/L: +95.95% Bought +0.37% shares Q3 2022	share	0.10%	1.10M	$54.53	$106.85	+95.95%	Bought +0.37% shares Q3 2022
Household & Personal Products Unilever PLC Portfolio share: 0.10% Portfolio value: 1.09M Avg. open price: $56.58 Current price: $50.99 P/L: -9.88% Bought +0.93% shares Q3 2022	share	0.10%	1.09M	$56.58	$50.99	-9.88%	Bought +0.93% shares Q3 2022
BERKSHIRE HATHAWAY INC DEL Portfolio share: 0.10% Portfolio value: 1.07M Avg. open price: N/A Current price: N/A P/L: N/A Sold -1.13% shares Q3 2022	share	0.10%	1.07M	N/A	N/A	N/A	Sold -1.13% shares Q3 2022
Drug Manufacturers—General Bristol-Myers Squibb Company Portfolio share: 0.10% Portfolio value: 1.03M Avg. open price: $61.51 Current price: $80.7 P/L: +31.20% Sold -0.87% shares Q3 2022	share	0.10%	1.03M	$61.51	$80.7	+31.20%	Sold -0.87% shares Q3 2022
Beverages—Non-Alcoholic The Coca-Cola Company Portfolio share: 0.09% Portfolio value: 975K Avg. open price: $52.18 Current price: $63.47 P/L: +21.64% Bought +2.45% shares Q3 2022	share	0.09%	975K	$52.18	$63.47	+21.64%	Bought +2.45% shares Q3 2022
Packaged Foods Lamb Weston Holdings, Inc. Portfolio share: 0.09% Portfolio value: 947K Avg. open price: $59.78 Current price: $87.68 P/L: +46.67% Bought +0.31% shares Q3 2022	share	0.09%	947K	$59.78	$87.68	+46.67%	Bought +0.31% shares Q3 2022
Restaurants Darden Restaurants, Inc. Portfolio share: 0.08% Portfolio value: 868K Avg. open price: N/A Current price: $143.54 P/L: N/A N/A Q1 2021	share	0.08%	868K	N/A	$143.54	N/A	N/A Q1 2021
Auto Manufacturers Ford Motor Company Portfolio share: 0.08% Portfolio value: 852K Avg. open price: $14.29 Current price: $13.38 P/L: -6.37% Bought +3.54% shares Q3 2022	share	0.08%	852K	$14.29	$13.38	-6.37%	Bought +3.54% shares Q3 2022
Banks—Regional Fifth Third Bancorp Portfolio share: 0.07% Portfolio value: 809K Avg. open price: $24.26 Current price: $32.95 P/L: +35.81% Bought +0.02% shares Q3 2022	share	0.07%	809K	$24.26	$32.95	+35.81%	Bought +0.02% shares Q3 2022
Financial Data & Stock Exchanges Cboe Global Markets, Inc. Portfolio share: 0.07% Portfolio value: 795K Avg. open price: $89.68 Current price: $127.24 P/L: +41.87% Bought +0.10% shares Q3 2022	share	0.07%	795K	$89.68	$127.24	+41.87%	Bought +0.10% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.07% Portfolio value: 763K Avg. open price: $2,144.05 Current price: $99.48 P/L: -95.36% Bought +76.42% shares Q3 2022	share	0.07%	763K	$2,144.05	$99.48	-95.36%	Bought +76.42% shares Q3 2022
Drug Manufacturers—General Merck & Co., Inc. Portfolio share: 0.07% Portfolio value: 742K Avg. open price: $74.02 Current price: $110.01 P/L: +48.62% Bought +2.46% shares Q3 2022	share	0.07%	742K	$74.02	$110.01	+48.62%	Bought +2.46% shares Q3 2022
Drug Manufacturers—General AbbVie Inc. Portfolio share: 0.06% Portfolio value: 675K Avg. open price: $142.57 Current price: $163.96 P/L: +15.00% Bought +4.70% shares Q3 2022	share	0.06%	675K	$142.57	$163.96	+15.00%	Bought +4.70% shares Q3 2022
Home Improvement Retail The Home Depot, Inc. Portfolio share: 0.06% Portfolio value: 664K Avg. open price: $285.91 Current price: $320.08 P/L: +11.95% Bought +15.61% shares Q3 2022	share	0.06%	664K	$285.91	$320.08	+11.95%	Bought +15.61% shares Q3 2022
Beverages—Non-Alcoholic PepsiCo, Inc. Portfolio share: 0.06% Portfolio value: 631K Avg. open price: $136.83 Current price: $183.12 P/L: +33.83% Bought +5.26% shares Q3 2022	share	0.06%	631K	$136.83	$183.12	+33.83%	Bought +5.26% shares Q3 2022
Information Technology Services International Business Machines Corporation Portfolio share: 0.06% Portfolio value: 621K Avg. open price: $122.77 Current price: $147.41 P/L: +20.07% Sold -2.68% shares Q3 2022	share	0.06%	621K	$122.77	$147.41	+20.07%	Sold -2.68% shares Q3 2022
Semiconductors Intel Corporation Portfolio share: 0.06% Portfolio value: 607K Avg. open price: $44.75 Current price: $29.17 P/L: -34.82% Sold -0.41% shares Q3 2022	share	0.06%	607K	$44.75	$29.17	-34.82%	Sold -0.41% shares Q3 2022
ISHARES TR Portfolio share: 0.06% Portfolio value: 607K Avg. open price: N/A Current price: N/A P/L: N/A Sold -46.65% shares Q3 2022	share	0.06%	607K	N/A	N/A	N/A	Sold -46.65% shares Q3 2022
Vanguard 500 Index Fund Portfolio share: 0.06% Portfolio value: 606K Avg. open price: $403.63 Current price: $367.34 P/L: -8.99% Bought +0.11% shares Q3 2022	share	0.06%	606K	$403.63	$367.34	-8.99%	Bought +0.11% shares Q3 2022
Semiconductors NVIDIA Corporation Portfolio share: 0.05% Portfolio value: 580K Avg. open price: $156.01 Current price: $166.1 P/L: +6.47% Bought +13.14% shares Q3 2022	share	0.05%	580K	$156.01	$166.1	+6.47%	Bought +13.14% shares Q3 2022
Drug Manufacturers—General Amgen Inc. Portfolio share: 0.05% Portfolio value: 577K Avg. open price: $206.88 Current price: $285.01 P/L: +37.77% Sold -1.50% shares Q3 2022	share	0.05%	577K	$206.88	$285.01	+37.77%	Sold -1.50% shares Q3 2022
Drug Manufacturers—General Pfizer Inc. Portfolio share: 0.05% Portfolio value: 529K Avg. open price: $32.16 Current price: $50.73 P/L: +57.73% Bought +4.22% shares Q3 2022	share	0.05%	529K	$32.16	$50.73	+57.73%	Bought +4.22% shares Q3 2022
Asset Management Adams Diversified Equity Fund, Inc. Portfolio share: 0.05% Portfolio value: 525K Avg. open price: $15.93 Current price: $15.27 P/L: -4.15% Bought +0.14% shares Q3 2022	share	0.05%	525K	$15.93	$15.27	-4.15%	Bought +0.14% shares Q3 2022
Oil & Gas Integrated Chevron Corporation Portfolio share: 0.05% Portfolio value: 513K Avg. open price: $152.78 Current price: $176.56 P/L: +15.56% Bought +5.40% shares Q3 2022	share	0.05%	513K	$152.78	$176.56	+15.56%	Bought +5.40% shares Q3 2022
Asset Management Cohen & Steers Quality Income Realty Fund, Inc. Portfolio share: 0.05% Portfolio value: 499K Avg. open price: $11.61 Current price: $12.75 P/L: +9.80% Bought +1.14% shares Q3 2022	share	0.05%	499K	$11.61	$12.75	+9.80%	Bought +1.14% shares Q3 2022
Restaurants Portillo's Inc. Portfolio share: 0.05% Portfolio value: 497K Avg. open price: $33.05 Current price: $19.14 P/L: -42.08% Bought +11.23% shares Q3 2022	share	0.05%	497K	$33.05	$19.14	-42.08%	Bought +11.23% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.05% Portfolio value: 489K Avg. open price: $2,151.43 Current price: $99.87 P/L: -95.36% Bought +75.21% shares Q3 2022	share	0.05%	489K	$2,151.43	$99.87	-95.36%	Bought +75.21% shares Q3 2022
Industrial Distribution W.W. Grainger, Inc. Portfolio share: 0.05% Portfolio value: 489K Avg. open price: $259.06 Current price: $586.45 P/L: +126.38% Sold -0.20% shares Q1 2022	share	0.05%	489K	$259.06	$586.45	+126.38%	Sold -0.20% shares Q1 2022
Dimensional International Core Equity Market ETF Portfolio share: 0.04% Portfolio value: 486K Avg. open price: $28.15 Current price: $25.46 P/L: -9.56% Sold -97.29% shares Q3 2022	share	0.04%	486K	$28.15	$25.46	-9.56%	Sold -97.29% shares Q3 2022
Financial Data & Stock Exchanges Intercontinental Exchange, Inc. Portfolio share: 0.04% Portfolio value: 480K Avg. open price: $103.12 Current price: $107.09 P/L: +3.85% Bought +0.38% shares Q3 2022	share	0.04%	480K	$103.12	$107.09	+3.85%	Bought +0.38% shares Q3 2022
Semiconductors Texas Instruments Incorporated Portfolio share: 0.04% Portfolio value: 474K Avg. open price: $174.64 Current price: $177.39 P/L: +1.58% Bought +33.90% shares Q3 2022	share	0.04%	474K	$174.64	$177.39	+1.58%	Bought +33.90% shares Q3 2022
iShares Russell 3000 ETF Portfolio share: 0.04% Portfolio value: 466K Avg. open price: $194.08 Current price: $230.61 P/L: +18.82% Bought +0.27% shares Q2 2022	share	0.04%	466K	$194.08	$230.61	+18.82%	Bought +0.27% shares Q2 2022
Credit Services Mastercard Incorporated Portfolio share: 0.04% Portfolio value: 462K Avg. open price: $364.2 Current price: $356.09 P/L: -2.23% N/A Q3 2022	share	0.04%	462K	$364.2	$356.09	-2.23%	N/A Q3 2022
Telecom Services Lumen Technologies, Inc. Portfolio share: 0.04% Portfolio value: 453K Avg. open price: $11.71 Current price: $5.2 P/L: -55.61% Bought +0.01% shares Q3 2022	share	0.04%	453K	$11.71	$5.2	-55.61%	Bought +0.01% shares Q3 2022
JPMorgan Equity Premium Income ETF Portfolio share: 0.04% Portfolio value: 446K Avg. open price: N/A Current price: $55.92 P/L: N/A N/A Q3 2022	share	0.04%	446K	N/A	$55.92	N/A	N/A Q3 2022
Vanguard ESG U.S. Stock ETF Portfolio share: 0.04% Portfolio value: 443K Avg. open price: $72.66 Current price: $69.21 P/L: -4.75% Bought +58.61% shares Q3 2022	share	0.04%	443K	$72.66	$69.21	-4.75%	Bought +58.61% shares Q3 2022
Farm & Heavy Construction Machinery Caterpillar Inc. Portfolio share: 0.04% Portfolio value: 442K Avg. open price: $155.37 Current price: $232.57 P/L: +49.68% Sold -13.04% shares Q3 2022	share	0.04%	442K	$155.37	$232.57	+49.68%	Sold -13.04% shares Q3 2022
Farm Products Archer-Daniels-Midland Company Portfolio share: 0.04% Portfolio value: 430K Avg. open price: $41.22 Current price: $90.79 P/L: +120.25% Bought +0.02% shares Q3 2022	share	0.04%	430K	$41.22	$90.79	+120.25%	Bought +0.02% shares Q3 2022
Specialty Industrial Machinery Eaton Corporation plc Portfolio share: 0.04% Portfolio value: 423K Avg. open price: $125.87 Current price: $160.36 P/L: +27.40% Bought +8.56% shares Q3 2022	share	0.04%	423K	$125.87	$160.36	+27.40%	Bought +8.56% shares Q3 2022
Household & Personal Products The Procter & Gamble Company Portfolio share: 0.04% Portfolio value: 404K Avg. open price: $112.86 Current price: $149.09 P/L: +32.10% Bought +4.95% shares Q3 2022	share	0.04%	404K	$112.86	$149.09	+32.10%	Bought +4.95% shares Q3 2022
Vanguard Developed Markets Index Fund Portfolio share: 0.04% Portfolio value: 393K Avg. open price: $33.82 Current price: $43.08 P/L: +27.37% Sold -30.23% shares Q3 2022	share	0.04%	393K	$33.82	$43.08	+27.37%	Sold -30.23% shares Q3 2022
Healthcare Plans UnitedHealth Group Incorporated Portfolio share: 0.04% Portfolio value: 384K Avg. open price: $262.8 Current price: $535.04 P/L: +103.60% Bought +7.79% shares Q3 2022	share	0.04%	384K	$262.8	$535.04	+103.60%	Bought +7.79% shares Q3 2022
Restaurants Chipotle Mexican Grill, Inc. Portfolio share: 0.03% Portfolio value: 367K Avg. open price: $471.78 Current price: $1,570.61 P/L: +232.91% Sold -0.41% shares Q2 2022	share	0.03%	367K	$471.78	$1,570.61	+232.91%	Sold -0.41% shares Q2 2022
Airlines Alaska Air Group, Inc. Portfolio share: 0.03% Portfolio value: 362K Avg. open price: $53.43 Current price: $46.74 P/L: -12.51% Bought +19.51% shares Q1 2022	share	0.03%	362K	$53.43	$46.74	-12.51%	Bought +19.51% shares Q1 2022
Telecom Services Verizon Communications Inc. Portfolio share: 0.03% Portfolio value: 360K Avg. open price: $52.65 Current price: $37.07 P/L: -29.59% Sold -3.27% shares Q3 2022	share	0.03%	360K	$52.65	$37.07	-29.59%	Sold -3.27% shares Q3 2022
Telecom Services AT&T Inc. Portfolio share: 0.03% Portfolio value: 348K Avg. open price: $27.1 Current price: $18.75 P/L: -30.80% Bought +1.02% shares Q3 2022	share	0.03%	348K	$27.1	$18.75	-30.80%	Bought +1.02% shares Q3 2022
Household & Personal Products Colgate-Palmolive Company Portfolio share: 0.03% Portfolio value: 337K Avg. open price: $69.76 Current price: $77.12 P/L: +10.55% Sold -2.26% shares Q3 2022	share	0.03%	337K	$69.76	$77.12	+10.55%	Sold -2.26% shares Q3 2022
Software—Application Elastic N.V. Portfolio share: 0.03% Portfolio value: 332K Avg. open price: N/A Current price: $52.35 P/L: N/A Sold -11.16% shares Q4 2021	share	0.03%	332K	N/A	$52.35	N/A	Sold -11.16% shares Q4 2021
Invesco QQQ Trust Portfolio share: 0.03% Portfolio value: 332K Avg. open price: $283.94 Current price: $287.73 P/L: +1.33% Bought +0.08% shares Q3 2022	share	0.03%	332K	$283.94	$287.73	+1.33%	Bought +0.08% shares Q3 2022
Auto & Truck Dealerships CarMax, Inc. Portfolio share: 0.03% Portfolio value: 330K Avg. open price: N/A Current price: $67.39 P/L: N/A Sold -7.41% shares Q4 2021	share	0.03%	330K	N/A	$67.39	N/A	Sold -7.41% shares Q4 2021
iShares Core S&P 500 ETF Portfolio share: 0.03% Portfolio value: 325K Avg. open price: $238.89 Current price: $401.35 P/L: +68.01% Bought +0.33% shares Q3 2022	share	0.03%	325K	$238.89	$401.35	+68.01%	Bought +0.33% shares Q3 2022
Medical Devices Abbott Laboratories Portfolio share: 0.03% Portfolio value: 320K Avg. open price: $122.08 Current price: $105.38 P/L: -13.68% Bought +6.09% shares Q3 2022	share	0.03%	320K	$122.08	$105.38	-13.68%	Bought +6.09% shares Q3 2022
Vanguard FTSE All-World ex-US Index Fund Portfolio share: 0.03% Portfolio value: 318K Avg. open price: $58.72 Current price: $51.48 P/L: -12.32% Bought +0.58% shares Q3 2022	share	0.03%	318K	$58.72	$51.48	-12.32%	Bought +0.58% shares Q3 2022
Asset Management Nuveen S&P 500 Buy-Write Income Fund Portfolio share: 0.03% Portfolio value: 314K Avg. open price: $13.43 Current price: $13.34 P/L: -0.70% Sold -7.93% shares Q2 2022	share	0.03%	314K	$13.43	$13.34	-0.70%	Sold -7.93% shares Q2 2022
Aerospace & Defense The Boeing Company Portfolio share: 0.03% Portfolio value: 292K Avg. open price: $210.07 Current price: $185.1 P/L: -11.89% Bought +9.05% shares Q3 2022	share	0.03%	292K	$210.07	$185.1	-11.89%	Bought +9.05% shares Q3 2022
Entertainment The Walt Disney Company Portfolio share: 0.03% Portfolio value: 276K Avg. open price: $127.15 Current price: $95.93 P/L: -24.55% Sold -16.82% shares Q3 2022	share	0.03%	276K	$127.15	$95.93	-24.55%	Sold -16.82% shares Q3 2022
Capital Markets Morgan Stanley Portfolio share: 0.03% Portfolio value: 271K Avg. open price: $96.77 Current price: $89.81 P/L: -7.19% Sold -1.55% shares Q3 2022	share	0.03%	271K	$96.77	$89.81	-7.19%	Sold -1.55% shares Q3 2022
Asset Management Nuveen Nasdaq 100 Dynamic Overwrite Fund Portfolio share: 0.02% Portfolio value: 270K Avg. open price: $24.02 Current price: $21.78 P/L: -9.31% Sold -9.14% shares Q2 2022	share	0.02%	270K	$24.02	$21.78	-9.31%	Sold -9.14% shares Q2 2022
Drug Manufacturers—General Novartis AG Portfolio share: 0.02% Portfolio value: 264K Avg. open price: N/A Current price: $90.96 P/L: N/A N/A Q3 2022	share	0.02%	264K	N/A	$90.96	N/A	N/A Q3 2022
REIT—Mortgage Blackstone Mortgage Trust, Inc. Portfolio share: 0.02% Portfolio value: 261K Avg. open price: $26.67 Current price: $23.61 P/L: -11.49% Bought +12.00% shares Q2 2022	share	0.02%	261K	$26.67	$23.61	-11.49%	Bought +12.00% shares Q2 2022
Banks—Regional Byline Bancorp, Inc. Portfolio share: 0.02% Portfolio value: 247K Avg. open price: $22.82 Current price: $22.29 P/L: -2.33% Bought +5.80% shares Q3 2022	share	0.02%	247K	$22.82	$22.29	-2.33%	Bought +5.80% shares Q3 2022
Oil & Gas Midstream Enterprise Products Partners L.P. Portfolio share: 0.02% Portfolio value: 245K Avg. open price: $23.7 Current price: $24.47 P/L: +3.23% Bought +0.05% shares Q3 2022	share	0.02%	245K	$23.7	$24.47	+3.23%	Bought +0.05% shares Q3 2022
Utilities—Regulated Electric The Southern Company Portfolio share: 0.02% Portfolio value: 245K Avg. open price: $71.31 Current price: $67.48 P/L: -5.37% Bought +9.07% shares Q3 2022	share	0.02%	245K	$71.31	$67.48	-5.37%	Bought +9.07% shares Q3 2022
iShares Core S&P Small-Cap ETF Portfolio share: 0.02% Portfolio value: 241K Avg. open price: N/A Current price: $99.28 P/L: N/A N/A Q3 2022	share	0.02%	241K	N/A	$99.28	N/A	N/A Q3 2022
Restaurants Yum! Brands, Inc. Portfolio share: 0.02% Portfolio value: 238K Avg. open price: N/A Current price: $129.23 P/L: N/A N/A Q3 2022	share	0.02%	238K	N/A	$129.23	N/A	N/A Q3 2022
Diagnostics & Research Thermo Fisher Scientific Inc. Portfolio share: 0.02% Portfolio value: 235K Avg. open price: $543.28 Current price: $557.21 P/L: +2.56% Bought +2.43% shares Q3 2022	share	0.02%	235K	$543.28	$557.21	+2.56%	Bought +2.43% shares Q3 2022
Home Improvement Retail Lowe's Companies, Inc. Portfolio share: 0.02% Portfolio value: 212K Avg. open price: $207.33 Current price: $206.18 P/L: -0.56% N/A Q3 2022	share	0.02%	212K	$207.33	$206.18	-0.56%	N/A Q3 2022
Entertainment Netflix, Inc. Portfolio share: 0.02% Portfolio value: 213K Avg. open price: $306.27 Current price: $312.59 P/L: +2.06% N/A Q3 2022	share	0.02%	213K	$306.27	$312.59	+2.06%	N/A Q3 2022
Software—Application Salesforce, Inc. Portfolio share: 0.02% Portfolio value: 211K Avg. open price: N/A Current price: $133.93 P/L: N/A N/A Q3 2022	share	0.02%	211K	N/A	$133.93	N/A	N/A Q3 2022
Biotechnology Myovant Sciences Ltd. Portfolio share: 0.02% Portfolio value: 207K Avg. open price: N/A Current price: $26.81 P/L: N/A N/A Q2 2020	share	0.02%	207K	N/A	$26.81	N/A	N/A Q2 2020
Asset Management Duff & Phelps Utility and Infrastructure Fund Inc. Portfolio share: 0.02% Portfolio value: 175K Avg. open price: N/A Current price: $13.39 P/L: N/A N/A Q1 2022	share	0.02%	175K	N/A	$13.39	N/A	N/A Q1 2022
Restaurants Noodles & Company Portfolio share: 0.01% Portfolio value: 118K Avg. open price: N/A Current price: $5.44 P/L: N/A N/A	share	0.01%	118K	N/A	$5.44	N/A	N/A
Oil & Gas Midstream Energy Transfer LP Portfolio share: 0.01% Portfolio value: 114K Avg. open price: $10.55 Current price: $12.18 P/L: +15.42% Bought +1.95% shares Q3 2022	share	0.01%	114K	$10.55	$12.18	+15.42%	Bought +1.95% shares Q3 2022
Telecom Services Grupo Televisa, S.A.B. Portfolio share: 0.01% Portfolio value: 108K Avg. open price: $8.18 Current price: $5.12 P/L: -37.41% Bought +100.00% shares Q3 2022	share	0.01%	108K	$8.18	$5.12	-37.41%	Bought +100.00% shares Q3 2022
Asset Management Vinci Partners Investments Ltd. Portfolio share: 0.01% Portfolio value: 103K Avg. open price: N/A Current price: $9.79 P/L: N/A N/A Q1 2021	share	0.01%	103K	N/A	$9.79	N/A	N/A Q1 2021
Software—Infrastructure Palantir Technologies Inc. Portfolio share: 0.01% Portfolio value: 92K Avg. open price: N/A Current price: $7.19 P/L: N/A N/A Q2 2022	share	0.01%	92K	N/A	$7.19	N/A	N/A Q2 2022
Asset Management BlackRock Corporate High Yield Fund, Inc. Portfolio share: 0.01% Portfolio value: 86K Avg. open price: N/A Current price: $9.02 P/L: N/A N/A Q4 2020	share	0.01%	86K	N/A	$9.02	N/A	N/A Q4 2020
Diagnostics & Research NeoGenomics, Inc. Portfolio share: 0.01% Portfolio value: 86K Avg. open price: N/A Current price: $11.8 P/L: N/A N/A Q2 2022	share	0.01%	86K	N/A	$11.8	N/A	N/A Q2 2022
Trucking U.S. Xpress Enterprises, Inc. Portfolio share: 0.00% Portfolio value: 49K Avg. open price: N/A Current price: $2.16 P/L: N/A N/A Q1 2022	share	0.00%	49K	N/A	$2.16	N/A	N/A Q1 2022
Asset Management Abrdn Asia-Pacific Income Fund Inc Portfolio share: 0.00% Portfolio value: 48K Avg. open price: $4.09 Current price: $2.65 P/L: -35.29% Sold -34.48% shares Q3 2022	share	0.00%	48K	$4.09	$2.65	-35.29%	Sold -34.48% shares Q3 2022
Credit Services Finance Of America Companies Inc. Portfolio share: 0.00% Portfolio value: 37K Avg. open price: $3.36 Current price: $1.3 P/L: -61.31% Bought +66.67% shares Q2 2022	share	0.00%	37K	$3.36	$1.3	-61.31%	Bought +66.67% shares Q2 2022
Asset Management BNY Mellon High Yield Strategies Fund Portfolio share: 0.00% Portfolio value: 36K Avg. open price: N/A Current price: $2.32 P/L: N/A N/A Q2 2022	share	0.00%	36K	N/A	$2.32	N/A	N/A Q2 2022
Building Materials CEMEX, S.A.B. de C.V. Portfolio share: 0.00% Portfolio value: 34K Avg. open price: $4.18 Current price: $4.19 P/L: +0.12% N/A Q2 2022	share	0.00%	34K	$4.18	$4.19	+0.12%	N/A Q2 2022
Software—Application Avaya Holdings Corp. Portfolio share: 0.00% Portfolio value: 32K Avg. open price: N/A Current price: $1.25 P/L: N/A N/A Q3 2022	share	0.00%	32K	N/A	$1.25	N/A	N/A Q3 2022
Restaurants Carrols Restaurant Group, Inc. Portfolio share: 0.00% Portfolio value: 33K Avg. open price: $3.66 Current price: $1.55 P/L: -57.65% Bought +100.00% shares Q4 2021	share	0.00%	33K	$3.66	$1.55	-57.65%	Bought +100.00% shares Q4 2021
Mortgage Finance loanDepot, Inc. Portfolio share: 0.00% Portfolio value: 33K Avg. open price: $5.34 Current price: $1.64 P/L: -69.31% Bought +66.67% shares Q1 2022	share	0.00%	33K	$5.34	$1.64	-69.31%	Bought +66.67% shares Q1 2022
Health Information Services UpHealth, Inc. Portfolio share: 0.00% Portfolio value: 27K Avg. open price: $2.37 Current price: $0.33 P/L: -86.12% Bought +400.00% shares Q1 2022	share	0.00%	27K	$2.37	$0.33	-86.12%	Bought +400.00% shares Q1 2022
Software—Application Compass, Inc. Portfolio share: 0.00% Portfolio value: 23K Avg. open price: N/A Current price: $2.91 P/L: N/A N/A Q1 2022	share	0.00%	23K	N/A	$2.91	N/A	N/A Q1 2022
Recreational Vehicles Arcimoto, Inc. Portfolio share: 0.00% Portfolio value: 21K Avg. open price: N/A Current price: $7.82 P/L: N/A N/A Q2 2022	share	0.00%	21K	N/A	$7.82	N/A	N/A Q2 2022
Auto Parts Westport Fuel Systems Inc. Portfolio share: 0.00% Portfolio value: 19K Avg. open price: N/A Current price: $1.01 P/L: N/A N/A Q2 2022	share	0.00%	19K	N/A	$1.01	N/A	N/A Q2 2022
Medical Care Facilities ATI Physical Therapy, Inc. Portfolio share: 0.00% Portfolio value: 15K Avg. open price: N/A Current price: $0.34 P/L: N/A N/A Q1 2022	share	0.00%	15K	N/A	$0.34	N/A	N/A Q1 2022
Personal Services Regis Corporation Portfolio share: 0.00% Portfolio value: 10K Avg. open price: N/A Current price: $1.31 P/L: N/A N/A Q4 2021	share	0.00%	10K	N/A	$1.31	N/A	N/A Q4 2021
Medical Care Facilities AlerisLife Inc. Portfolio share: 0.00% Portfolio value: 9K Avg. open price: N/A Current price: $0.77 P/L: N/A N/A Q1 2022	share	0.00%	9K	N/A	$0.77	N/A	N/A Q1 2022
POLISHED COM INC Portfolio share: 0.00% Portfolio value: 8K Avg. open price: N/A Current price: N/A P/L: N/A N/A Q2 2021	share	0.00%	8K	N/A	N/A	N/A	N/A Q2 2021
POLISHED COM INC Portfolio share: 0.00% Portfolio value: 6K Avg. open price: N/A Current price: N/A P/L: N/A Bought +233.33% shares Q1 2022	share	0.00%	6K	N/A	N/A	N/A	Bought +233.33% shares Q1 2022
HARBOR CUSTOM DEVELOPMENT IN Portfolio share: 0.00% Portfolio value: 6K Avg. open price: N/A Current price: N/A P/L: N/A N/A Q4 2021	share	0.00%	6K	N/A	N/A	N/A	N/A Q4 2021
Real Estate—Diversified Gaucho Group Holdings, Inc. Portfolio share: 0.00% Portfolio value: 4K Avg. open price: $2.58 Current price: $1.73 P/L: -32.95% Bought +100.00% shares Q2 2022	share	0.00%	4K	$2.58	$1.73	-32.95%	Bought +100.00% shares Q2 2022
UPHEALTH INC Portfolio share: 0.00% Portfolio value: 1K Avg. open price: N/A Current price: N/A P/L: N/A N/A Q1 2022	share	0.00%	1K	N/A	N/A	N/A	N/A Q1 2022
Communication Equipment Cisco Systems, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $58.71 Current price: $49.33 P/L: -15.97% Sold -100.00% shares Q3 2022	share	0.00%	0	$58.71	$49.33	-15.97%	Sold -100.00% shares Q3 2022
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $51.64 Current price: $43.42 P/L: -15.93% Sold -100.00% shares Q3 2022	share	0.00%	0	$51.64	$43.42	-15.93%	Sold -100.00% shares Q3 2022
iShares Global Infrastructure ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $48.98 Current price: $47.1 P/L: -3.84% Sold -100.00% shares Q3 2022	share	0.00%	0	$48.98	$47.1	-3.84%	Sold -100.00% shares Q3 2022
Semiconductor Equipment & Materials Applied Materials, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $133 Current price: $106.43 P/L: -19.98% Sold -100.00% shares Q3 2022	share	0.00%	0	$133	$106.43	-19.98%	Sold -100.00% shares Q3 2022
iShares S&P GSCI Commodity-Indexed Trust Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $20.59 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$20.59	N/A	Sold -100.00% shares Q3 2022
PERSHING SQUARE TONTINE HLDG Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022
Dimensional US Core Equity Market ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $28.16 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$28.16	N/A	Sold -100.00% shares Q3 2022
SPDR Dow Jones Industrial Average ETF Trust Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $340.03 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$340.03	N/A	Sold -100.00% shares Q3 2022
iShares California Muni Bond ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $56.6 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$56.6	N/A	Sold -100.00% shares Q3 2022
Vanguard Total World Bond ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $68.76 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$68.76	N/A	Sold -100.00% shares Q3 2022

Showing TOP 150 CAPSTONE FINANCIAL ADVISORS's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of CAPSTONE FINANCIAL ADVISORS, INC.?

The biggest position of the CAPSTONE FINANCIAL ADVISORS, INC. is iShares Russell 1000 ETF (IWB) with 14.03% portfolio share worth of 152.13M US dollars.

Top 5 CAPSTONE FINANCIAL ADVISORS's holdings represent 51.88% of the portfolio:

iShares Russell 1000 ETF (IWB) – 14.03%
Vanguard Total Stock Market Index Fund (VTI) – 13%
Dimensional U.S. Core Equity 2 ETF (DFAC) – 10.47%
Vanguard Total Bond Market Index Fund (BND) – 7.3%
FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA) – 7.08%

Who is the portfolio manager of CAPSTONE FINANCIAL ADVISORS, INC.?

The portfolio manager of the CAPSTONE FINANCIAL ADVISORS, INC. is .

What is the total asset value of the CAPSTONE FINANCIAL ADVISORS, INC. portfolio?

CAPSTONE FINANCIAL ADVISORS, INC. total asset value (portfolio value) is 1.08B US dollars.

Who is ?

is the portfolio manager of the CAPSTONE FINANCIAL ADVISORS, INC..

What is (CAPSTONE FINANCIAL ADVISORS, INC.) fund performance?

CAPSTONE FINANCIAL ADVISORS's quarterly performance is -7.87%, annualy -28.73%. In the past 3 years, the value of 's portfolio has decreased by -10%. In the past 5 years, the value of the portfolio has increased by +11%.

What is the CAPSTONE FINANCIAL ADVISORS, INC. CIK?

CAPSTONE FINANCIAL ADVISORS's Central Index Key is 0001599217 .

CAPSTONE FINANCIAL ADVISORS, INC. Holdings

CAPSTONE FINANCIAL ADVISORS, INC. portfolio value:

CAPSTONE FINANCIAL ADVISORS, INC. quarter portfolio value change:

CAPSTONE FINANCIAL ADVISORS, INC. 1 year portfolio value change:

CAPSTONE FINANCIAL ADVISORS, INC. 3 years portfolio value change:

CAPSTONE FINANCIAL ADVISORS, INC. 5 years portfolio value change: