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
$514M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$3.82M
3
+$3.71M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.06M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.9M

Top Sells

1
+$115M
2
+$1.9M
3
+$1.83M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.67M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.47M

Sector Composition

1 Technology 11.78%
2 Financials 7.25%
3 Healthcare 5.08%
4 Consumer Discretionary 5%
5 Consumer Staples 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$378K 0.07%
5,120
+1,748
227
$374K 0.07%
7,012
228
$369K 0.07%
+2,336
229
$367K 0.07%
30,567
230
$367K 0.07%
2,856
-81
231
$365K 0.07%
12,086
-5,419
232
$360K 0.07%
4,638
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233
$360K 0.07%
5,983
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234
$359K 0.07%
4,200
-2,163
235
$357K 0.07%
33,351
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236
$351K 0.07%
1,592
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237
$350K 0.07%
+4,872
238
$347K 0.07%
12,636
+4,744
239
$337K 0.07%
6,153
+662
240
$336K 0.07%
14,817
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241
$331K 0.06%
12,780
242
$328K 0.06%
10,479
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243
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7,136
+4,456
244
$325K 0.06%
8,116
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245
$322K 0.06%
12,668
246
$321K 0.06%
645
247
$321K 0.06%
2,900
-1,310
248
$319K 0.06%
1,911
+1,864
249
$317K 0.06%
8,184
-10,665
250
$317K 0.06%
2,485
+348
8 9
10
11 12