ACA

Atlas Capital Advisors Portfolio holdings

AUM $819M
1-Year Est. Return 20%
This Quarter Est. Return
1 Year Est. Return
+20%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$7.94M
3
+$7.74M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.07M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.86%
2 Financials 9.5%
3 Healthcare 7.83%
4 Consumer Staples 5.79%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$313K 0.1%
+12,052
227
$310K 0.1%
+4,731
228
$309K 0.09%
+2,277
229
$303K 0.09%
+4,401
230
$297K 0.09%
+5,464
231
$294K 0.09%
+7,149
232
$284K 0.09%
+29,633
233
$283K 0.09%
+8,307
234
$277K 0.08%
+15,764
235
$276K 0.08%
+4,214
236
$270K 0.08%
+4,003
237
$265K 0.08%
+1,052
238
$261K 0.08%
+6,214
239
$258K 0.08%
+13,537
240
$255K 0.08%
+4,000
241
$250K 0.08%
+4,289
242
$249K 0.08%
+2,622
243
$247K 0.08%
+9,019
244
$241K 0.07%
+2,466
245
$240K 0.07%
+20,677
246
$239K 0.07%
+4,539
247
$239K 0.07%
+6,539
248
$237K 0.07%
+2,019
249
$236K 0.07%
+4,168
250
$236K 0.07%
+4,141
8 9
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