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
376
$54K ﹤0.01%
858
-15,348
377
$54K ﹤0.01%
2,169
+609
378
$52K ﹤0.01%
2,391
+1,347
379
$50K ﹤0.01%
507
380
$50K ﹤0.01%
+2,645
381
$48K ﹤0.01%
+715
382
$46K ﹤0.01%
411
-62
383
$46K ﹤0.01%
526
-180
384
$44K ﹤0.01%
382
385
$44K ﹤0.01%
406
386
$44K ﹤0.01%
330
387
$44K ﹤0.01%
195
388
$43K ﹤0.01%
788
-89
389
$39K ﹤0.01%
604
+48
390
$38K ﹤0.01%
705
-61
391
$37K ﹤0.01%
317
392
$37K ﹤0.01%
502
+112
393
$36K ﹤0.01%
475
394
$35K ﹤0.01%
+852
395
$34K ﹤0.01%
311
-130
396
$32K ﹤0.01%
+215
397
$31K ﹤0.01%
374
+94
398
$30K ﹤0.01%
1,100
399
$28K ﹤0.01%
+411
400
$26K ﹤0.01%
467
14 15
16
17 18