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
426
$13K ﹤0.01%
341
427
$13K ﹤0.01%
512
-49,312
428
$13K ﹤0.01%
149
-39
429
$13K ﹤0.01%
164
430
$13K ﹤0.01%
135
431
$12K ﹤0.01%
154
432
$12K ﹤0.01%
482
433
$12K ﹤0.01%
249
434
$12K ﹤0.01%
142
435
$12K ﹤0.01%
92
-12
436
$12K ﹤0.01%
74
437
$12K ﹤0.01%
100
438
$12K ﹤0.01%
124
439
$11K ﹤0.01%
50
440
$10K ﹤0.01%
+125
441
$10K ﹤0.01%
262
442
$10K ﹤0.01%
+53
443
$10K ﹤0.01%
100
444
$10K ﹤0.01%
380
445
$10K ﹤0.01%
156
446
$9K ﹤0.01%
192
447
$9K ﹤0.01%
290
-25
448
$9K ﹤0.01%
147
449
$9K ﹤0.01%
+156
450
$9K ﹤0.01%
85
16 17
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