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
1176
$63.4K ﹤0.01%
234
+11
1177
$63.3K ﹤0.01%
897
+600
1178
$62.6K ﹤0.01%
629
1179
$62.3K ﹤0.01%
+1,514
1180
$61.7K ﹤0.01%
455
+375
1181
$60.4K ﹤0.01%
1,005
-58
1182
$59.8K ﹤0.01%
593
1183
$59.6K ﹤0.01%
219
1184
$59.6K ﹤0.01%
+1,967
1185
$58.7K ﹤0.01%
+438
1186
$57.3K ﹤0.01%
665
1187
$57.1K ﹤0.01%
25,727
+874
1188
$57.1K ﹤0.01%
1,175
1189
$55K ﹤0.01%
2,713
1190
$54.6K ﹤0.01%
+20,312
1191
$54.6K ﹤0.01%
1,470
-195
1192
$54.5K ﹤0.01%
1,991
+1,987
1193
$54.3K ﹤0.01%
1,229
-1,271
1194
$53.3K ﹤0.01%
1,406
+1
1195
$53.2K ﹤0.01%
2,000
1196
$52.9K ﹤0.01%
1,200
1197
$52.1K ﹤0.01%
+2,072
1198
$51.8K ﹤0.01%
44,286
1199
$51.8K ﹤0.01%
383
+367
1200
$51.7K ﹤0.01%
722
+225
46 47
48
49 50