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
1151
$71.2K ﹤0.01%
1,368
-183
1152
$71.1K ﹤0.01%
1,450
1153
$71K ﹤0.01%
1,611
+129
1154
$70.8K ﹤0.01%
+1,800
1155
$70.5K ﹤0.01%
1,733
-227
1156
$70.3K ﹤0.01%
1,749
1157
$70.3K ﹤0.01%
717
-41
1158
$70.2K ﹤0.01%
270
1159
$70K ﹤0.01%
1,878
+4
1160
$69.8K ﹤0.01%
1,290
+190
1161
$69.5K ﹤0.01%
1,080
+8
1162
$69.4K ﹤0.01%
780
-46
1163
$69K ﹤0.01%
3,273
1164
$68.7K ﹤0.01%
1,394
1165
$68.6K ﹤0.01%
1,147
+5
1166
$68.6K ﹤0.01%
3,348
+17
1167
$68.6K ﹤0.01%
1,150
1168
$68.2K ﹤0.01%
535
+2
1169
$68K ﹤0.01%
2,104
-807
1170
$66.3K ﹤0.01%
825
-383
1171
$65.7K ﹤0.01%
1,549
+183
1172
$65.5K ﹤0.01%
857
+4
1173
$65.2K ﹤0.01%
+1,445
1174
$65.1K ﹤0.01%
1,719
-49
1175
$63.5K ﹤0.01%
2,821
+1
45 46
47
48 49