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
1426
$7.67K ﹤0.01%
100
1427
$7.37K ﹤0.01%
53
1428
$7.34K ﹤0.01%
100
1429
$7.32K ﹤0.01%
208
1430
$7.26K ﹤0.01%
150
1431
$7.25K ﹤0.01%
97
1432
$7.25K ﹤0.01%
261
1433
$7.21K ﹤0.01%
200
1434
$7.19K ﹤0.01%
311
-8
1435
$7.07K ﹤0.01%
+150
1436
$6.87K ﹤0.01%
+250
1437
$6.85K ﹤0.01%
355
1438
$6.6K ﹤0.01%
287
1439
$6.53K ﹤0.01%
250
1440
$6.51K ﹤0.01%
209
+1
1441
$6.5K ﹤0.01%
258
1442
$6.36K ﹤0.01%
139
+33
1443
$6.31K ﹤0.01%
258
+2
1444
$6.31K ﹤0.01%
87
1445
$6.25K ﹤0.01%
110
1446
$6.11K ﹤0.01%
216
1447
$5.97K ﹤0.01%
90
-189
1448
$5.93K ﹤0.01%
100
-300
1449
$5.9K ﹤0.01%
100
1450
$5.74K ﹤0.01%
80
56 57
58
59 60