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
$6.58B
AUM Growth
+$1.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,280
New
Increased
Reduced
Closed

Top Buys

1
+$51.9M
2
+$40.7M
3
+$32M
4
AAPL icon
Apple
AAPL
+$30.5M
5
DRSK icon
Aptus Defined Risk ETF
DRSK
+$29.4M

Top Sells

1
+$12.9M
2
+$10.8M
3
+$10.8M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$9.94M
5
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$9.83M

Sector Composition

1 Technology 12.38%
2 Financials 5.87%
3 Healthcare 4.74%
4 Consumer Discretionary 4.46%
5 Industrials 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$17.6K ﹤0.01%
202
+1
1052
$17.5K ﹤0.01%
+248
1053
$17.2K ﹤0.01%
291
1054
$17.1K ﹤0.01%
+465
1055
$16.7K ﹤0.01%
+297
1056
$16.2K ﹤0.01%
182
1057
$16.2K ﹤0.01%
738
-1,910
1058
$15.2K ﹤0.01%
143
+58
1059
$15.2K ﹤0.01%
333
+120
1060
$15.1K ﹤0.01%
362
+4
1061
$15.1K ﹤0.01%
+530
1062
$15.1K ﹤0.01%
346
1063
$15K ﹤0.01%
+560
1064
$15K ﹤0.01%
616
1065
$14.9K ﹤0.01%
+334
1066
$14.8K ﹤0.01%
422
1067
$14.7K ﹤0.01%
100
1068
$14.5K ﹤0.01%
+318
1069
$14K ﹤0.01%
580
+351
1070
$13.7K ﹤0.01%
+463
1071
$13.7K ﹤0.01%
147
1072
$13.3K ﹤0.01%
520
1073
$12.9K ﹤0.01%
87
1074
$12.8K ﹤0.01%
499
+147
1075
$12.4K ﹤0.01%
427
41 42
43
44 45