— Know what they know.
Not Investment Advice

LCAP

Principal Capital Appreciation Select ETF
1W: -1.8% 1M: +1.6% 3M: +3.4% YTD: +10.7% 1Y: +19.6%
$32.90
+0.12 (+0.37%)
 
Weekly Expected Move ±1.7%
$32 $32 $33 $33 $34
ETF CBOE · AUM $36.0M
Key Statistics
AUM$36M
Holdings54
Top 10 Wt41.7%
Volume40,635
Avg Volume48,850
Beta0.86
Portfolio Fundamentals
P/E23.9
P/B8.9
Div Yield0.80%
ROE41.3%
% Profitable95%
Inception2025-05-19
Sector Allocation
Technology 34.9%
Financial Services 16.3%
Healthcare 10.8%
Communication Services 9.1%
Consumer Cyclical 8.9%
Industrials 4.9%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 NVIDIA CORP COMMON STOCK USD.001 NVDA 7.55% $137.2M 657,345
2 APPLE INC COMMON STOCK USD.00001 AAPL 6.80% $123.5M 383,805
3 ALPHABET INC CL A COMMON STOCK USD.001 GOOGL 4.83% $87.7M 276,117
4 MICROSOFT CORP COMMON STOCK USD.00000625 MSFT 4.00% $72.6M 190,372
5 AMAZON.COM INC COMMON STOCK USD.01 AMZN 3.57% $64.8M 277,397
6 BROADCOM INC COMMON STOCK AVGO 3.52% $64.0M 163,122
7 VISA INC CLASS A SHARES COMMON STOCK USD.0001 V 3.16% $57.3M 163,068
8 JPMORGAN CHASE + CO COMMON STOCK USD1.0 JPM 3.04% $55.2M 157,647
9 GE VERNOVA INC COMMON STOCK USD.01 GEV 2.65% $48.2M 46,742
10 LAM RESEARCH CORP COMMON STOCK USD.001 LRCX 2.62% $47.6M 148,998

Recent Holding Changes

Date Holding Change Details
2026-07-27 TJX Changed 253830 → 254106
2026-07-27 ATO Changed 66161 → 66233
2026-07-27 DKS Changed 99222 → 99330
2026-07-27 TMO Changed 52217 → 52274
2026-07-27 TMUS Changed 104861 → 104975

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms