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
1226
$43.1K ﹤0.01%
2,319
+41
1227
$42.9K ﹤0.01%
604
1228
$42.7K ﹤0.01%
664
1229
$42.5K ﹤0.01%
786
1230
$42.2K ﹤0.01%
1,369
-140
1231
$42.2K ﹤0.01%
947
+166
1232
$41.6K ﹤0.01%
566
+460
1233
$40.9K ﹤0.01%
+840
1234
$40.3K ﹤0.01%
1,576
+7
1235
$40.2K ﹤0.01%
704
1236
$40.1K ﹤0.01%
334
+289
1237
$40K ﹤0.01%
766
-100
1238
$39.8K ﹤0.01%
945
1239
$39.7K ﹤0.01%
135
+105
1240
$39K ﹤0.01%
1,828
+427
1241
$38.6K ﹤0.01%
1,304
-535
1242
$38.6K ﹤0.01%
+10,000
1243
$38.4K ﹤0.01%
1,092
1244
$37.9K ﹤0.01%
316
1245
$37.8K ﹤0.01%
914
1246
$37.3K ﹤0.01%
566
+10
1247
$37.2K ﹤0.01%
667
1248
$37.2K ﹤0.01%
917
+450
1249
$37K ﹤0.01%
11,858
+400
1250
$36.7K ﹤0.01%
2,369
-220
48 49
50
51 52