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
1126
$80.4K ﹤0.01%
1,956
-4
1127
$80.1K ﹤0.01%
747
+88
1128
$80K ﹤0.01%
1,423
+1
1129
$79.9K ﹤0.01%
2,765
-232
1130
$79.8K ﹤0.01%
3,386
+481
1131
$79.3K ﹤0.01%
11,473
1132
$79.1K ﹤0.01%
248
1133
$78K ﹤0.01%
2,721
+2,374
1134
$77.9K ﹤0.01%
20,281
+1,814
1135
$76.5K ﹤0.01%
16,860
+273
1136
$76.1K ﹤0.01%
1,496
-298
1137
$76K ﹤0.01%
6,187
-4,565
1138
$76K ﹤0.01%
2,941
-504
1139
$76K ﹤0.01%
600
1140
$75.2K ﹤0.01%
1,500
1141
$75K ﹤0.01%
+2,704
1142
$74.3K ﹤0.01%
992
1143
$74.3K ﹤0.01%
3,885
1144
$74.3K ﹤0.01%
1,513
1145
$73.4K ﹤0.01%
14,169
+106
1146
$73K ﹤0.01%
3,253
+164
1147
$72.1K ﹤0.01%
1,072
1148
$72K ﹤0.01%
768
1149
$72K ﹤0.01%
1,680
-38
1150
$71.7K ﹤0.01%
+1,407
44 45
46
47 48