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
1301
$23.3K ﹤0.01%
135
1302
$23.2K ﹤0.01%
869
1303
$23.1K ﹤0.01%
996
+5
1304
$22.8K ﹤0.01%
276
1305
$22.3K ﹤0.01%
884
1306
$22K ﹤0.01%
+1,000
1307
$21.9K ﹤0.01%
1,029
1308
$21.7K ﹤0.01%
368
1309
$21.5K ﹤0.01%
468
-9,392
1310
$21.2K ﹤0.01%
802
1311
$21.2K ﹤0.01%
669
1312
$21.1K ﹤0.01%
1,786
1313
$21K ﹤0.01%
355
1314
$20.9K ﹤0.01%
950
1315
$20.9K ﹤0.01%
+817
1316
$20.9K ﹤0.01%
584
1317
$20.9K ﹤0.01%
419
+2
1318
$20.3K ﹤0.01%
304
+1
1319
$20.1K ﹤0.01%
157
1320
$20K ﹤0.01%
182
1321
$19.9K ﹤0.01%
475
1322
$19.7K ﹤0.01%
559
1323
$19.7K ﹤0.01%
96
-14
1324
$19.5K ﹤0.01%
+12,065
1325
$19.3K ﹤0.01%
283
51 52
53
54 55