Long-term investor
Capital Analysts, LLC @capitalanalystsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001624758).
Record
- Tracked since 2025-06-30 (441 days), 44 trades recorded
- Returns: week n/a · month n/a · 90 days +7.7% · 6 months n/a · 1 year +13.6% · all +13.6%
- Max drawdown n/a · win rate 31% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPYM · 8.1% · long · since 2025-06-30
- IVV · 3.8% · long · since 2025-06-30
- FBND · 3.7% · long · since 2025-06-30
- IEFA · 3.0% · long · since 2025-06-30
- SPIB · 2.0% · long · since 2025-06-30
- RWL · 2.0% · long · since 2025-06-30
- IEMG · 1.9% · long · since 2025-06-30
- JCPB · 1.8% · long · since 2025-06-30
- FMDE · 1.7% · long · since 2025-06-30
- TDTF · 1.7% · long · since 2025-06-30
- DIVI · 1.6% · long · since 2025-06-30
- BSV · 1.5% · long · since 2025-06-30