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
1401
$10.2K ﹤0.01%
54
-15
1402
$10.1K ﹤0.01%
410
1403
$10K ﹤0.01%
125
1404
$9.94K ﹤0.01%
450
1405
$9.84K ﹤0.01%
82
1406
$9.82K ﹤0.01%
118
1407
$9.64K ﹤0.01%
270
1408
$9.6K ﹤0.01%
192
1409
$9.39K ﹤0.01%
+280
1410
$9.29K ﹤0.01%
94
1411
$9.18K ﹤0.01%
110
+40
1412
$8.97K ﹤0.01%
+1,163
1413
$8.85K ﹤0.01%
186
+75
1414
$8.66K ﹤0.01%
188
1415
$8.65K ﹤0.01%
201
+1
1416
$8.36K ﹤0.01%
188
+3
1417
$8.16K ﹤0.01%
310
1418
$8.13K ﹤0.01%
125
1419
$8.04K ﹤0.01%
250
1420
$7.97K ﹤0.01%
72
1421
$7.93K ﹤0.01%
250
1422
$7.9K ﹤0.01%
193
1423
$7.86K ﹤0.01%
207
1424
$7.83K ﹤0.01%
143
+26
1425
$7.71K ﹤0.01%
135
-330