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
$644M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$5.94M
3
+$1.25M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.02M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1M

Top Sells

1
+$6.29M
2
+$3.59M
3
+$3.37M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.5M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.31M

Sector Composition

1 Technology 12.93%
2 Healthcare 5.82%
3 Financials 5.51%
4 Consumer Staples 4.22%
5 Consumer Discretionary 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$440K 0.07%
10,448
+792
227
$433K 0.07%
6,389
+215
228
$427K 0.07%
2,455
229
$426K 0.07%
13,929
230
$422K 0.07%
2,335
-205
231
$421K 0.07%
5,655
-1,014
232
$420K 0.07%
25,290
+822
233
$417K 0.06%
5,137
+4
234
$406K 0.06%
3,200
-600
235
$404K 0.06%
1,625
236
$403K 0.06%
3,968
237
$399K 0.06%
5,026
+154
238
$391K 0.06%
2,263
+21
239
$391K 0.06%
1,200
240
$388K 0.06%
10,955
+376
241
$388K 0.06%
5,116
+1,736
242
$388K 0.06%
1,814
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243
$388K 0.06%
7,064
-2,592
244
$387K 0.06%
2,501
+551
245
$385K 0.06%
1,742
-82
246
$384K 0.06%
1,668
247
$383K 0.06%
6,616
+755
248
$381K 0.06%
13,100
+491
249
$375K 0.06%
4,172
-2,239
250
$374K 0.06%
6,224
+259
8 9
10
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