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
1376
$13.2K ﹤0.01%
100
1377
$13.1K ﹤0.01%
140
1378
$13K ﹤0.01%
258
1379
$13K ﹤0.01%
603
+1
1380
$12.9K ﹤0.01%
365
+209
1381
$12.8K ﹤0.01%
+500
1382
$12.6K ﹤0.01%
300
1383
$12.5K ﹤0.01%
127
+55
1384
$12.2K ﹤0.01%
256
+1
1385
$12.1K ﹤0.01%
465
1386
$11.9K ﹤0.01%
131
1387
$11.8K ﹤0.01%
129
1388
$11.8K ﹤0.01%
127
1389
$11.6K ﹤0.01%
+400
1390
$11.4K ﹤0.01%
124
-25
1391
$11.3K ﹤0.01%
523
1392
$11.2K ﹤0.01%
484
1393
$11.2K ﹤0.01%
278
1394
$11.1K ﹤0.01%
75
1395
$11.1K ﹤0.01%
345
+1
1396
$10.9K ﹤0.01%
377
1397
$10.5K ﹤0.01%
310
1398
$10.4K ﹤0.01%
+192
1399
$10.3K ﹤0.01%
458
+22
1400
$10.2K ﹤0.01%
329
54 55
56
57 58