We are live on ! Find out more
CAL

Capital Analysts LLC Portfolio holdings

AUM $3.81B
1-Year Est. Return 15.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.49B
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,406
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$12M
3
+$4.54M
4
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$4.37M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.86M

Top Sells

1
+$13.7M
2
+$8.82M
3
+$5.6M
4
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$4.46M
5
CVS icon
CVS Health
CVS
+$4.2M

Sector Composition

1 Technology 8.44%
2 Financials 6.21%
3 Healthcare 3.52%
4 Industrials 3.07%
5 Consumer Discretionary 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$5K ﹤0.01%
68
1152
$5K ﹤0.01%
94
1153
$5K ﹤0.01%
217
+29
1154
$5K ﹤0.01%
+54
1155
$5K ﹤0.01%
596
1156
$5K ﹤0.01%
1,266
1157
$5K ﹤0.01%
66
1158
$5K ﹤0.01%
92
1159
$5K ﹤0.01%
273
1160
$5K ﹤0.01%
82
1161
$5K ﹤0.01%
43
1162
$4K ﹤0.01%
34
1163
$4K ﹤0.01%
26
-10
1164
$4K ﹤0.01%
90
1165
$4K ﹤0.01%
66
1166
$4K ﹤0.01%
180
-44
1167
$4K ﹤0.01%
105
-27
1168
$4K ﹤0.01%
+335
1169
$4K ﹤0.01%
+16
1170
$4K ﹤0.01%
51
-13
1171
$4K ﹤0.01%
40
+35
1172
$4K ﹤0.01%
33
1173
$4K ﹤0.01%
30
1174
$4K ﹤0.01%
14
-78
1175
$4K ﹤0.01%
68
45 46
47
48 49