ACA

Aptus Capital Advisors Portfolio holdings

AUM $11B
1-Year Est. Return 12.3%
This Quarter Est. Return
1 Year Est. Return
+12.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.71B
AUM Growth
+$302M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
514
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$32.3M
3
+$29.3M
4
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$27.1M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$19.5M

Top Sells

1
+$57.4M
2
+$7.67M
3
+$6.47M
4
IBM icon
IBM
IBM
+$3.04M
5
SH icon
ProShares Short S&P500
SH
+$3.02M

Sector Composition

1 Technology 7.37%
2 Financials 5.52%
3 Healthcare 4.25%
4 Industrials 3.64%
5 Consumer Discretionary 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
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4
452
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458
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459
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460
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463
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4
464
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472
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474
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475
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