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
1276
$28.7K ﹤0.01%
1,050
1277
$28.5K ﹤0.01%
732
+132
1278
$28.1K ﹤0.01%
495
1279
$27.9K ﹤0.01%
544
-71
1280
$27.8K ﹤0.01%
682
-1
1281
$27.5K ﹤0.01%
600
1282
$27.5K ﹤0.01%
578
+100
1283
$27.3K ﹤0.01%
1,161
+106
1284
$27.3K ﹤0.01%
265
+60
1285
$27.1K ﹤0.01%
645
+458
1286
$26.7K ﹤0.01%
1,040
+648
1287
$26.7K ﹤0.01%
147
-18
1288
$26.4K ﹤0.01%
1,516
1289
$26.2K ﹤0.01%
1,027
+28
1290
$26K ﹤0.01%
419
-42
1291
$25.9K ﹤0.01%
1,014
-1
1292
$25.7K ﹤0.01%
+475
1293
$25.7K ﹤0.01%
402
+1
1294
$25.4K ﹤0.01%
313
1295
$24.8K ﹤0.01%
330
-1
1296
$24.6K ﹤0.01%
+402
1297
$24.4K ﹤0.01%
385
+250
1298
$24.1K ﹤0.01%
601
1299
$23.9K ﹤0.01%
450
1300
$23.4K ﹤0.01%
212
50 51
52
53 54