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
1251
$36.3K ﹤0.01%
249
1252
$35.9K ﹤0.01%
754
1253
$35.5K ﹤0.01%
776
+328
1254
$35.3K ﹤0.01%
+1,750
1255
$35.3K ﹤0.01%
1,271
+18
1256
$35.2K ﹤0.01%
1,550
1257
$34.4K ﹤0.01%
372
+1
1258
$33.9K ﹤0.01%
377
+18
1259
$33.8K ﹤0.01%
590
1260
$33K ﹤0.01%
492
1261
$32.5K ﹤0.01%
856
1262
$32.3K ﹤0.01%
1,351
+1,137
1263
$31.9K ﹤0.01%
418
+1
1264
$31.8K ﹤0.01%
475
1265
$31.6K ﹤0.01%
+1,177
1266
$31.5K ﹤0.01%
+1,210
1267
$31.1K ﹤0.01%
600
1268
$30.8K ﹤0.01%
1,555
+3
1269
$30.8K ﹤0.01%
1,315
+6
1270
$30.6K ﹤0.01%
1,250
1271
$30.4K ﹤0.01%
1,564
1272
$30.3K ﹤0.01%
1,095
-55
1273
$29.8K ﹤0.01%
1,244
-123
1274
$29.6K ﹤0.01%
3,161
+187
1275
$29.5K ﹤0.01%
326
49 50
51
52 53