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
$8.4B
AUM Growth
+$1.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,464
New
Increased
Reduced
Closed

Top Buys

1
+$115M
2
+$99.9M
3
+$69.2M
4
AAPL icon
Apple
AAPL
+$62.7M
5
BSCU icon
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
+$53.6M

Top Sells

1
+$95.1M
2
+$34.6M
3
+$31.3M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$28M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$23.2M

Sector Composition

1 Technology 12.8%
2 Financials 6.31%
3 Consumer Discretionary 4.7%
4 Healthcare 4.3%
5 Industrials 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$685K 0.01%
13,769
+1,111
552
$677K 0.01%
537,510
+1,097
553
$677K 0.01%
12,570
+3,251
554
$677K 0.01%
+13,858
555
$666K 0.01%
12,456
+219
556
$666K 0.01%
26,275
+5,850
557
$665K 0.01%
1,249
+405
558
$661K 0.01%
12,043
+2,677
559
$658K 0.01%
9,634
+310
560
$656K 0.01%
11,786
+808
561
$650K 0.01%
3,754
+980
562
$650K 0.01%
23,902
+14,280
563
$646K 0.01%
27,490
-900
564
$645K 0.01%
50,618
+4,026
565
$645K 0.01%
26,795
+25,889
566
$638K 0.01%
1,347
+286
567
$635K 0.01%
8,262
+1,597
568
$634K 0.01%
367
+151
569
$630K 0.01%
1,300
+432
570
$630K 0.01%
2,218
+367
571
$628K 0.01%
19,188
+2,056
572
$627K 0.01%
11,922
+6,926
573
$625K 0.01%
2,188
+288
574
$616K 0.01%
5,348
+1,616
575
$614K 0.01%
24,500
+104
21 22
23
24 25