ACA

Aptus Capital Advisors Portfolio holdings

AUM $11.9B
1-Year Est. Return 17.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11B
AUM Growth
+$831M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,635
New
Increased
Reduced
Closed

Top Buys

1
+$55M
2
+$28.2M
3
+$27.9M
4
LRCX icon
Lam Research
LRCX
+$27.7M
5
LOW icon
Lowe's Companies
LOW
+$25.8M

Top Sells

1
+$57M
2
+$44.6M
3
+$34M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$26.3M
5
IGLD icon
FT Vest Gold Strategy Target Income ETF
IGLD
+$25.4M

Sector Composition

1 Technology 14.13%
2 Financials 6.85%
3 Consumer Discretionary 4.51%
4 Industrials 4.28%
5 Healthcare 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$247K ﹤0.01%
2,354
+324
877
$247K ﹤0.01%
3,521
+132
878
$247K ﹤0.01%
6,998
+254
879
$246K ﹤0.01%
2,141
-42
880
$245K ﹤0.01%
+11,735
881
$245K ﹤0.01%
15,081
+1,230
882
$244K ﹤0.01%
4,406
-578
883
$243K ﹤0.01%
488
-671
884
$243K ﹤0.01%
19,781
885
$242K ﹤0.01%
7,269
+155
886
$242K ﹤0.01%
4,546
+1,076
887
$242K ﹤0.01%
919
-13
888
$242K ﹤0.01%
1,154
+274
889
$241K ﹤0.01%
1,712
-723
890
$240K ﹤0.01%
4,961
-158
891
$240K ﹤0.01%
1,172
-210
892
$240K ﹤0.01%
5,380
+214
893
$239K ﹤0.01%
5,500
894
$238K ﹤0.01%
19,525
+150
895
$238K ﹤0.01%
8,273
-1,796
896
$238K ﹤0.01%
5,225
+47
897
$237K ﹤0.01%
4,331
898
$236K ﹤0.01%
+5,151
899
$235K ﹤0.01%
1,989
-1,357
900
$234K ﹤0.01%
6,550
-750
34 35
36
37 38