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
1526
$1.51K ﹤0.01%
+42
1527
$1.48K ﹤0.01%
114
1528
$1.46K ﹤0.01%
60
1529
$1.45K ﹤0.01%
68
-158
1530
$1.44K ﹤0.01%
55
1531
$1.44K ﹤0.01%
+67
1532
$1.42K ﹤0.01%
40
1533
$1.42K ﹤0.01%
53
1534
$1.41K ﹤0.01%
+47
1535
$1.34K ﹤0.01%
+60
1536
$1.32K ﹤0.01%
12
1537
$1.27K ﹤0.01%
18
-23
1538
$1.23K ﹤0.01%
34
+1
1539
$1.2K ﹤0.01%
8
1540
$1.16K ﹤0.01%
+50
1541
$1.14K ﹤0.01%
16
1542
$1.13K ﹤0.01%
27
1543
$1.13K ﹤0.01%
10
1544
$1.02K ﹤0.01%
13
-12
1545
$1K ﹤0.01%
28
1546
$939 ﹤0.01%
12
1547
$892 ﹤0.01%
8
1548
$873 ﹤0.01%
+47
1549
$822 ﹤0.01%
26
1550
$682 ﹤0.01%
10
60 61
62
63 64