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
1201
$51.6K ﹤0.01%
+1,919
1202
$51.5K ﹤0.01%
1,500
1203
$51.2K ﹤0.01%
1,564
+9
1204
$49.5K ﹤0.01%
1,355
1205
$49.4K ﹤0.01%
1,729
+108
1206
$49.3K ﹤0.01%
1,304
1207
$49.2K ﹤0.01%
1,197
+6
1208
$49K ﹤0.01%
1,427
-186
1209
$48.7K ﹤0.01%
4,202
-10
1210
$48.7K ﹤0.01%
+993
1211
$47.8K ﹤0.01%
1,020
1212
$47.7K ﹤0.01%
528
+4
1213
$47.6K ﹤0.01%
1,300
1214
$47.3K ﹤0.01%
2,021
1215
$47K ﹤0.01%
414
-35
1216
$46.9K ﹤0.01%
518
1217
$46.8K ﹤0.01%
2,102
1218
$45.9K ﹤0.01%
1,343
+632
1219
$45K ﹤0.01%
1,129
1220
$44.7K ﹤0.01%
515
-367
1221
$44.5K ﹤0.01%
1,706
1222
$43.9K ﹤0.01%
460
+1
1223
$43.9K ﹤0.01%
953
+1
1224
$43.7K ﹤0.01%
877
-220
1225
$43.5K ﹤0.01%
547
47 48
49
50 51