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

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
1326
$19.1K ﹤0.01%
500
1327
$18.9K ﹤0.01%
868
1328
$18.9K ﹤0.01%
204
1329
$18.9K ﹤0.01%
439
1330
$18.6K ﹤0.01%
+403
1331
$18.4K ﹤0.01%
768
1332
$18.2K ﹤0.01%
382
1333
$18.2K ﹤0.01%
481
-569
1334
$18.1K ﹤0.01%
144
1335
$18K ﹤0.01%
365
1336
$18K ﹤0.01%
333
1337
$18K ﹤0.01%
465
1338
$17.7K ﹤0.01%
616
1339
$17.7K ﹤0.01%
+700
1340
$17.6K ﹤0.01%
522
+3
1341
$17.5K ﹤0.01%
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1342
$17.5K ﹤0.01%
+700
1343
$17.3K ﹤0.01%
+240
1344
$17.2K ﹤0.01%
340
1345
$17.1K ﹤0.01%
498
1346
$17K ﹤0.01%
347
1347
$16.9K ﹤0.01%
450
1348
$16.7K ﹤0.01%
444
1349
$16.6K ﹤0.01%
500
1350
$16.5K ﹤0.01%
467
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