ACA
Aptus Capital Advisors Portfolio holdings
AUM
$10.1B
1-Year Return
13.38%
This Quarter Return
+3.55%
1 Year Return
+13.38%
3 Year Return
+48.08%
5 Year Return
+58.01%
10 Year Return
–
AUM
$1.41B
AUM Growth
+$210M
(+18%)
Cap. Flow
+$157M
Cap. Flow
% of AUM
11.14%
Top 10 Holdings %
Top 10 Hldgs %
57.05%
Holding
474
New
70
Increased
148
Reduced
161
Closed
23
Top Buys
Top Sells
| 1 |
Broadridge
BR
|
$3.76M |
| 2 |
Automatic Data Processing
ADP
|
$3.09M |
| 3 |
Bristol-Myers Squibb
BMY
|
$2.81M |
| 4 |
Waste Management
WM
|
$2.7M |
| 5 |
Apple
AAPL
|
$2.28M |
Sector Composition
| 1 | Technology | 7.24% |
| 2 | Financials | 4.99% |
| 3 | Healthcare | 3.92% |
| 4 | Industrials | 3.1% |
| 5 | Consumer Discretionary | 2.9% |
