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
$3B
AUM Growth
-$248M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.43%
2 Healthcare 5.22%
3 Financials 5.21%
4 Consumer Discretionary 3.9%
5 Industrials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$9K ﹤0.01%
380
577
$9K ﹤0.01%
187
578
$8K ﹤0.01%
162
579
$8K ﹤0.01%
192
580
$8K ﹤0.01%
154
581
$8K ﹤0.01%
450
582
$8K ﹤0.01%
197
583
$8K ﹤0.01%
100
584
$8K ﹤0.01%
180
585
$8K ﹤0.01%
160
586
$7K ﹤0.01%
+270
587
$7K ﹤0.01%
200
588
$7K ﹤0.01%
+233
589
$6K ﹤0.01%
182
590
$6K ﹤0.01%
259
+12
591
$6K ﹤0.01%
30
592
$6K ﹤0.01%
88
593
$6K ﹤0.01%
140
594
$6K ﹤0.01%
+155
595
$6K ﹤0.01%
+92
596
$6K ﹤0.01%
+208
597
$6K ﹤0.01%
222
-660
598
$6K ﹤0.01%
198
599
$5K ﹤0.01%
140
+77
600
$5K ﹤0.01%
102