ACA

Aptus Capital Advisors Portfolio holdings

AUM $10.1B
1-Year Est. Return 13.38%
This Quarter Est. Return
1 Year Est. Return
+13.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.92B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$42M
2
+$23.4M
3
+$18M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$15.2M
5
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$14.2M

Top Sells

1
+$26.9M
2
+$14.7M
3
+$12.9M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$8.88M
5
BLK icon
Blackrock
BLK
+$6.88M

Sector Composition

1 Technology 6.98%
2 Financials 5.08%
3 Healthcare 3.83%
4 Industrials 3.72%
5 Consumer Discretionary 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$98K ﹤0.01%
+1,096
352
$98K ﹤0.01%
1,994
-1,448
353
$97K ﹤0.01%
1,766
-2,774
354
$97K ﹤0.01%
1,436
+502
355
$97K ﹤0.01%
1,196
+14
356
$96K ﹤0.01%
977
+401
357
$96K ﹤0.01%
3,825
+1,835
358
$90K ﹤0.01%
1,571
359
$87K ﹤0.01%
878
-27
360
$87K ﹤0.01%
517
+58
361
$82K ﹤0.01%
+2,512
362
$82K ﹤0.01%
752
-64
363
$82K ﹤0.01%
5,095
-5
364
$82K ﹤0.01%
4,370
+1,600
365
$81K ﹤0.01%
868
+679
366
$79K ﹤0.01%
773
-35
367
$79K ﹤0.01%
2,000
368
$76K ﹤0.01%
1,657
-218
369
$75K ﹤0.01%
2,764
+474
370
$68K ﹤0.01%
2,130
-55
371
$61K ﹤0.01%
1,070
-1,207
372
$61K ﹤0.01%
377
-640
373
$60K ﹤0.01%
396
374
$59K ﹤0.01%
470
375
$55K ﹤0.01%
+1,475
13 14
15
16 17