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Not Investment Advice

TCAL

T. Rowe Price Capital Appreciation Premium Income ETF
1W: +3.1% 1M: +3.8% 3M: +2.7% YTD: -0.7% 1Y: -3.6%
$23.05
+0.26 (+1.14%)
 
Weekly Expected Move ±2.1%
$22 $22 $23 $23 $24
ETF AMEX · AUM $125.7M
Key Statistics
AUM$126M
Holdings104
Top 10 Wt17.2%
Volume92,690
Avg Volume81,757
Beta0.23
Portfolio Fundamentals
P/E2322.2
P/B714.7
Div Yield1.38%
ROE33.8%
% Profitable29%
Inception2025-03-26
Sector Allocation
Healthcare 22.4%
Industrials 18.4%
Technology 13.8%
Financial Services 13.3%
Utilities 9.8%
Consumer Defensive 8.9%
+5 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 WATERS CORP COMMON STOCK USD.01 WAT 1.96% $5.6M 14,818
2 LOCKHEED MARTIN CORP COMMON STOCK USD1.0 LMT.BA 1.78% $5.1M 8,670
3 VERALTO CORP COMMON STOCK USD.01 VLTO 1.77% $5.0M 54,534
4 WASTE CONNECTIONS INC COMMON STOCK WCN.TO 1.76% $5.0M 29,434
5 MASTERCARD INC A COMMON STOCK USD.0001 MA.BA 1.75% $5.0M 9,174
6 DANAHER CORP COMMON STOCK USD.01 DHR 1.71% $4.8M 25,302
7 THERMO FISHER SCIENTIFIC INC COMMON STOCK USD1.0 TMO.NE 1.68% $4.8M 8,366
8 NORTHROP GRUMMAN CORP COMMON STOCK USD1.0 NOC 1.60% $4.5M 8,366
9 MCDONALD S CORP COMMON STOCK USD.01 MCD.BA 1.59% $4.5M 17,068
10 LINDE PLC COMMON STOCK LIN 1.57% $4.4M 8,670

Recent Holding Changes

Date Holding Change Details
2026-07-28 GILD Changed 25201 → 25302
2026-07-28 ABT Changed 41200 → 41365
2026-07-28 FTV Changed 39056 → 39212
2026-07-28 AVGO Changed 9137 → 9174
2026-07-28 MSFT.NE Changed 10944 → 11000

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