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
451
$8K ﹤0.01%
450
452
$8K ﹤0.01%
+200
453
$8K ﹤0.01%
113
454
$7K ﹤0.01%
101
-63
455
$7K ﹤0.01%
89
+42
456
$6K ﹤0.01%
59
457
$6K ﹤0.01%
241
-1
458
$5K ﹤0.01%
60
459
$5K ﹤0.01%
157
460
$5K ﹤0.01%
140
461
$5K ﹤0.01%
95
462
$4K ﹤0.01%
116
463
$4K ﹤0.01%
136
464
$4K ﹤0.01%
150
465
$4K ﹤0.01%
+75
466
$4K ﹤0.01%
66
-13
467
$4K ﹤0.01%
110
468
$4K ﹤0.01%
200
469
$4K ﹤0.01%
30
-13
470
$4K ﹤0.01%
31
471
$4K ﹤0.01%
+150
472
$4K ﹤0.01%
80
473
$3K ﹤0.01%
23
474
$3K ﹤0.01%
89
475
$3K ﹤0.01%
29
17 18
19
20 21