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
1476
$3.56K ﹤0.01%
52
+1
1477
$3.44K ﹤0.01%
+60
1478
$3.31K ﹤0.01%
100
1479
$3.22K ﹤0.01%
135
+33
1480
$3.21K ﹤0.01%
48
-113
1481
$3.18K ﹤0.01%
34
1482
$3.17K ﹤0.01%
45
-5
1483
$3.09K ﹤0.01%
+52
1484
$2.99K ﹤0.01%
200
1485
$2.96K ﹤0.01%
30
+15
1486
$2.95K ﹤0.01%
34
1487
$2.93K ﹤0.01%
105
+2
1488
$2.89K ﹤0.01%
37
1489
$2.85K ﹤0.01%
97
-7
1490
$2.8K ﹤0.01%
+30
1491
$2.78K ﹤0.01%
200
+100
1492
$2.78K ﹤0.01%
65
-164
1493
$2.77K ﹤0.01%
25
1494
$2.67K ﹤0.01%
61
1495
$2.63K ﹤0.01%
60
-527
1496
$2.62K ﹤0.01%
161
-326
1497
$2.62K ﹤0.01%
96
1498
$2.6K ﹤0.01%
50
1499
$2.59K ﹤0.01%
+33
1500
$2.57K ﹤0.01%
41
58 59
60
61 62