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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
1251
$1K ﹤0.01%
+6
1252
$1K ﹤0.01%
7
1253
$1K ﹤0.01%
18
-69
1254
$1K ﹤0.01%
32
-209
1255
$1K ﹤0.01%
+35
1256
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12
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1257
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1258
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1259
$1K ﹤0.01%
20
+9
1260
$1K ﹤0.01%
12
1261
$1K ﹤0.01%
5
1262
$1K ﹤0.01%
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1263
$1K ﹤0.01%
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1264
$1K ﹤0.01%
12
1265
$1K ﹤0.01%
13
+6
1266
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1267
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9
1268
$1K ﹤0.01%
54
-4
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14
1270
$1K ﹤0.01%
7
-54
1271
$1K ﹤0.01%
84
1272
$1K ﹤0.01%
5
-6
1273
$1K ﹤0.01%
12
1274
$1K ﹤0.01%
13
1275
$1K ﹤0.01%
22
49 50
51
52 53