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
1451
$5.43K ﹤0.01%
190
1452
$5.35K ﹤0.01%
100
1453
$5.31K ﹤0.01%
88
1454
$5.25K ﹤0.01%
205
1455
$5.21K ﹤0.01%
107
1456
$5.19K ﹤0.01%
194
+177
1457
$5.03K ﹤0.01%
+190
1458
$4.89K ﹤0.01%
47
1459
$4.83K ﹤0.01%
59
1460
$4.46K ﹤0.01%
191
+1
1461
$4.37K ﹤0.01%
290
1462
$4.35K ﹤0.01%
21
1463
$4.34K ﹤0.01%
200
1464
$4.34K ﹤0.01%
+80
1465
$4.19K ﹤0.01%
49
1466
$4.19K ﹤0.01%
89
1467
$4.11K ﹤0.01%
56
1468
$4.05K ﹤0.01%
129
1469
$4.02K ﹤0.01%
100
1470
$3.89K ﹤0.01%
22
1471
$3.86K ﹤0.01%
23
1472
$3.65K ﹤0.01%
100
1473
$3.64K ﹤0.01%
73
1474
$3.63K ﹤0.01%
+42
1475
$3.6K ﹤0.01%
35
57 58
59
60 61