ACA

Aptus Capital Advisors Portfolio holdings

AUM $11B
1-Year Est. Return 12.3%
This Quarter Est. Return
1 Year Est. Return
+12.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$876M
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$58.7M
2
+$22.1M
3
+$9.31M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$8.71M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$6.73M

Top Sells

1
+$19.5M
2
+$10.9M
3
+$5.77M
4
OSCV icon
Opus Small Cap Value ETF
OSCV
+$5.29M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$4.53M

Sector Composition

1 Technology 5.58%
2 Healthcare 4.52%
3 Financials 4.27%
4 Consumer Discretionary 4.27%
5 Industrials 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$49K ﹤0.01%
+1,990
352
$44K ﹤0.01%
+1,624
353
$44K ﹤0.01%
+1,263
354
$43K ﹤0.01%
+307
355
$42K ﹤0.01%
+110
356
$42K ﹤0.01%
+748
357
$38K ﹤0.01%
+382
358
$38K ﹤0.01%
+1,252
359
$37K ﹤0.01%
+2,034
360
$36K ﹤0.01%
+317
361
$36K ﹤0.01%
+1,145
362
$35K ﹤0.01%
1,396
-11,612
363
$34K ﹤0.01%
+475
364
$32K ﹤0.01%
+1,650
365
$32K ﹤0.01%
+300
366
$31K ﹤0.01%
+566
367
$31K ﹤0.01%
523
-2,812
368
$30K ﹤0.01%
+2,000
369
$28K ﹤0.01%
+1,019
370
$28K ﹤0.01%
+456
371
$26K ﹤0.01%
+246
372
$26K ﹤0.01%
+501
373
$25K ﹤0.01%
+1,076
374
$24K ﹤0.01%
+223
375
$24K ﹤0.01%
+128
13 14
15
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