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
1101
$97.7K ﹤0.01%
1,103
-24
1102
$97.5K ﹤0.01%
3,249
1103
$97.3K ﹤0.01%
1,015
+1
1104
$96.9K ﹤0.01%
3,610
1105
$96.3K ﹤0.01%
2,767
+162
1106
$96.2K ﹤0.01%
1,529
-56
1107
$96K ﹤0.01%
2,579
1108
$95.7K ﹤0.01%
3,447
1109
$95.3K ﹤0.01%
3,326
+20
1110
$94.1K ﹤0.01%
10,397
+9
1111
$93.3K ﹤0.01%
1,200
1112
$92.5K ﹤0.01%
2,152
1113
$90.9K ﹤0.01%
3,276
+53
1114
$90.4K ﹤0.01%
1,800
-265
1115
$89.1K ﹤0.01%
1,238
+689
1116
$85.4K ﹤0.01%
1,602
1117
$84.7K ﹤0.01%
1,818
-64
1118
$84.5K ﹤0.01%
1,927
+123
1119
$83.9K ﹤0.01%
1,637
-2,341
1120
$82.7K ﹤0.01%
1,031
-96
1121
$81.9K ﹤0.01%
+1,860
1122
$80.9K ﹤0.01%
2,000
1123
$80.6K ﹤0.01%
288
-198
1124
$80.6K ﹤0.01%
2,100
-1,100
1125
$80.5K ﹤0.01%
928
43 44
45
46 47