Ownership history in Capital Analysts, LLC Β· 14 quarters on record
This page tracks every 13F SEC filing in which Capital Analysts, LLC reported a position in FEDERATED HERMES ETF TRUST (FHYS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Capital Analysts, LLC underperformed the S&P 500 by β13.5% annually on this FHYS position. Timing score: 33% (1/3 decisions correct). Average cost basis: $19.70. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 13.5% ann.
13 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 3 add/trim decisions correct
Best entry: $17.42 (2022 Q3) Β· Worst: $23.09 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 2 trims. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size