• RALEIGH, NC • Investment Advisor How do I update this listing?
Captrust Financial Advisors is based out of Raleigh. Their last reported 13F filing for Q3 2020 included $6,029,721,000 in managed 13F securities and a top 10 holdings concentration of 24.07%. Captrust Financial Advisors's largest holding is Apple Inc with shares held of 2,157,866. Whalewisdom has at least 44 13F filings
: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for CAPTRUST FINANCIAL ADVISORS
Top 20 equal-weighted holdings. Performance numbers calculated through 2020-11-16
|Performance for Q3 2020:||4.44%|
|Performance Last 4 Quarters:||4.88%|
|Stdev (5-yrs):||Subscription required||BETA (5-yrs):||Subscription required||ALPHA (3-yrs):||Subscription required|
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