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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
1176
$4K ﹤0.01%
66
-6
1177
$4K ﹤0.01%
325
1178
$4K ﹤0.01%
88
1179
$4K ﹤0.01%
+94
1180
$4K ﹤0.01%
400
1181
$4K ﹤0.01%
18
-15
1182
$4K ﹤0.01%
573
-166
1183
$4K ﹤0.01%
23
1184
$4K ﹤0.01%
75
1185
$4K ﹤0.01%
226
1186
$4K ﹤0.01%
190
1187
$4K ﹤0.01%
44
+34
1188
$4K ﹤0.01%
4
1189
$3K ﹤0.01%
+122
1190
$3K ﹤0.01%
29
1191
$3K ﹤0.01%
139
1192
$3K ﹤0.01%
68
+56
1193
$3K ﹤0.01%
81
+18
1194
$3K ﹤0.01%
20
+9
1195
$3K ﹤0.01%
52
-214
1196
$3K ﹤0.01%
8
+5
1197
$3K ﹤0.01%
17
-4
1198
$3K ﹤0.01%
106
-116
1199
$3K ﹤0.01%
144
-150
1200
$3K ﹤0.01%
+94
46 47
48
49 50