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
626
$497K 0.01%
+22,409
627
$497K 0.01%
9,851
+60
628
$496K 0.01%
+1,184
629
$494K 0.01%
1,718
+129
630
$490K 0.01%
+4,801
631
$488K 0.01%
6,167
+974
632
$486K 0.01%
1,681
+718
633
$485K 0.01%
461
+188
634
$484K 0.01%
3,199
+278
635
$475K 0.01%
+18,592
636
$475K 0.01%
1,322
+288
637
$474K 0.01%
4,057
+495
638
$473K 0.01%
16,637
639
$469K ﹤0.01%
+12,592
640
$468K ﹤0.01%
2,267
+1,027
641
$466K ﹤0.01%
2,024
+182
642
$465K ﹤0.01%
13,277
-50
643
$464K ﹤0.01%
17,796
+4,671
644
$464K ﹤0.01%
8,089
+3,232
645
$462K ﹤0.01%
8,654
+2,135
646
$460K ﹤0.01%
4,971
+326
647
$458K ﹤0.01%
6,835
+1,626
648
$457K ﹤0.01%
718
+69
649
$456K ﹤0.01%
7,464
+1,799
650
$456K ﹤0.01%
3,275
+260
24 25
26
27 28