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
1351
$16.5K ﹤0.01%
396
1352
$16.4K ﹤0.01%
703
1353
$16.2K ﹤0.01%
184
1354
$16K ﹤0.01%
335
1355
$15.9K ﹤0.01%
357
1356
$15.9K ﹤0.01%
238
-10
1357
$15.8K ﹤0.01%
204
1358
$15.7K ﹤0.01%
372
+5
1359
$15.5K ﹤0.01%
400
+300
1360
$15.4K ﹤0.01%
215
-55
1361
$15.3K ﹤0.01%
531
+81
1362
$15.3K ﹤0.01%
601
+2
1363
$15.3K ﹤0.01%
+488
1364
$15.2K ﹤0.01%
+400
1365
$15K ﹤0.01%
264
-97
1366
$14.7K ﹤0.01%
221
+3
1367
$14.7K ﹤0.01%
+239
1368
$14.3K ﹤0.01%
+500
1369
$14.2K ﹤0.01%
342
1370
$14K ﹤0.01%
390
1371
$13.9K ﹤0.01%
436
-308
1372
$13.8K ﹤0.01%
272
1373
$13.6K ﹤0.01%
652
1374
$13.5K ﹤0.01%
+430
1375
$13.5K ﹤0.01%
463
53 54
55
56 57