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
$304M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.38M
3
+$1.35M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.26M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.23M

Top Sells

1
+$1.77M
2
+$1.25M
3
+$1.14M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.02M
5
WBA
Walgreens Boots Alliance
WBA
+$962K

Sector Composition

1 Technology 8.7%
2 Consumer Staples 8.34%
3 Financials 8.31%
4 Healthcare 7.72%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$240K 0.08%
7,589
+5,902
252
$239K 0.08%
9,344
+231
253
$239K 0.08%
7,778
-1,030
254
$238K 0.08%
2,105
+728
255
$237K 0.08%
6,034
-218
256
$231K 0.08%
2,823
+164
257
$227K 0.07%
4,064
-16,623
258
$225K 0.07%
2,353
259
$225K 0.07%
2,329
+2,012
260
$225K 0.07%
3,632
261
$224K 0.07%
1,812
+181
262
$223K 0.07%
11,196
263
$221K 0.07%
+2,715
264
$221K 0.07%
12,443
-1,715
265
$219K 0.07%
3,904
+2,546
266
$215K 0.07%
1,052
267
$213K 0.07%
725
-150
268
$212K 0.07%
27,917
+25,715
269
$210K 0.07%
2,067
270
$209K 0.07%
10,417
271
$208K 0.07%
5,521
-693
272
$202K 0.07%
+7,000
273
$201K 0.07%
16,516
+8,521
274
$199K 0.07%
4,256
275
$199K 0.07%
3,639
-17,604
9 10
11
12 13