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
401
$26K ﹤0.01%
+434
402
$24K ﹤0.01%
+472
403
$24K ﹤0.01%
322
-33
404
$24K ﹤0.01%
1,005
-27
405
$23K ﹤0.01%
200
-97
406
$23K ﹤0.01%
440
+115
407
$22K ﹤0.01%
197
-6
408
$21K ﹤0.01%
340
-1
409
$20K ﹤0.01%
465
+20
410
$20K ﹤0.01%
378
411
$19K ﹤0.01%
200
-15
412
$19K ﹤0.01%
352
-55
413
$18K ﹤0.01%
+341
414
$18K ﹤0.01%
318
415
$18K ﹤0.01%
385
+225
416
$17K ﹤0.01%
559
417
$17K ﹤0.01%
+139
418
$17K ﹤0.01%
445
419
$16K ﹤0.01%
283
420
$16K ﹤0.01%
64
421
$15K ﹤0.01%
150
-19
422
$15K ﹤0.01%
616
423
$14K ﹤0.01%
47
424
$14K ﹤0.01%
78
425
$13K ﹤0.01%
+191
15 16
17
18 19