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
251
$234K 0.07%
+1,546
252
$233K 0.07%
+1,512
253
$228K 0.07%
+4,500
254
$222K 0.07%
+8,788
255
$220K 0.07%
+2,080
256
$219K 0.07%
+815
257
$213K 0.07%
+4,288
258
$211K 0.06%
+1,452
259
$209K 0.06%
+24,616
260
$204K 0.06%
+7,500
261
$202K 0.06%
+4,000
262
$201K 0.06%
+3,528
263
$199K 0.06%
+2,949
264
$196K 0.06%
+6,802
265
$195K 0.06%
+1,469
266
$192K 0.06%
+1,921
267
$189K 0.06%
+1,469
268
$181K 0.06%
+1,597
269
$179K 0.06%
+2,376
270
$177K 0.05%
+10,065
271
$176K 0.05%
+3,690
272
$168K 0.05%
+972
273
$167K 0.05%
+4,289
274
$166K 0.05%
+3,267
275
$165K 0.05%
+10,000
9 10
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