ACA
Aptus Capital Advisors Portfolio holdings
AUM
$10.1B
1-Year Return
13.38%
This Quarter Return
+5.37%
1 Year Return
+13.38%
3 Year Return
+48.08%
5 Year Return
+58.01%
10 Year Return
–
AUM
$2.95B
AUM Growth
+$415M
(+16%)
Cap. Flow
+$287M
Cap. Flow
% of AUM
9.72%
Top 10 Holdings %
Top 10 Hldgs %
52.17%
Holding
575
New
51
Increased
279
Reduced
73
Closed
19
Top Buys
Top Sells
| 1 |
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
|
$61.9M |
| 2 |
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
|
$15.3M |
| 3 |
Booz Allen Hamilton
BAH
|
$4.83M |
| 4 |
Blackrock
BLK
|
$4.52M |
| 5 |
Visa
V
|
$3.63M |
Sector Composition
| 1 | Technology | 8.72% |
| 2 | Financials | 5.38% |
| 3 | Consumer Discretionary | 4.38% |
| 4 | Healthcare | 4.35% |
| 5 | Industrials | 3.85% |
