ACA
Aptus Capital Advisors Portfolio holdings
AUM
$10.1B
1-Year Return
13.38%
This Quarter Return
-6.92%
1 Year Return
+13.38%
3 Year Return
+48.08%
5 Year Return
+58.01%
10 Year Return
–
AUM
$375M
AUM Growth
–
Cap. Flow
+$375M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
61.05%
Holding
170
New
161
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Aptus Defined Risk ETF
DRSK
|
$46.1M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$43.6M |
| 3 |
FTVA
Aptus Fortified Value ETF
FTVA
|
$32.6M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$23.4M |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$18.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 5.05% |
| 2 | Technology | 4.96% |
| 3 | Consumer Discretionary | 4.87% |
| 4 | Industrials | 3.47% |
| 5 | Financials | 2.09% |
