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
951
$205K ﹤0.01%
+2,482
952
$204K ﹤0.01%
2,039
+1
953
$204K ﹤0.01%
3,094
-1,403
954
$204K ﹤0.01%
4,288
+904
955
$203K ﹤0.01%
2,269
+1
956
$203K ﹤0.01%
10,044
-1,429
957
$202K ﹤0.01%
1,631
+139
958
$202K ﹤0.01%
2,328
959
$202K ﹤0.01%
2,013
+1,303
960
$202K ﹤0.01%
1,414
+1
961
$201K ﹤0.01%
1,497
-97
962
$199K ﹤0.01%
5,490
+426
963
$195K ﹤0.01%
17,164
+1,601
964
$195K ﹤0.01%
30,660
965
$194K ﹤0.01%
7,850
+314
966
$193K ﹤0.01%
825
+1
967
$192K ﹤0.01%
2,801
968
$190K ﹤0.01%
2,939
+613
969
$185K ﹤0.01%
10,585
970
$185K ﹤0.01%
5,734
971
$184K ﹤0.01%
3,626
-318
972
$184K ﹤0.01%
18,785
+1,669
973
$183K ﹤0.01%
975
+258
974
$181K ﹤0.01%
7,390
975
$181K ﹤0.01%
7,000
37 38
39
40 41