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
$333M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$2.12M
3
+$2.1M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.44M
5
DIS icon
Walt Disney
DIS
+$1.43M

Top Sells

1
+$3.12M
2
+$1.36M
3
+$972K
4
GSK icon
GSK
GSK
+$792K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$742K

Sector Composition

1 Technology 9.98%
2 Financials 8.48%
3 Consumer Staples 7.76%
4 Healthcare 6.46%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$305K 0.09%
26,436
+23,737
252
$300K 0.09%
3,314
+599
253
$291K 0.09%
14,976
+8,582
254
$287K 0.09%
6,960
+926
255
$283K 0.09%
4,541
+612
256
$279K 0.08%
+7,612
257
$277K 0.08%
1,540
-2,146
258
$276K 0.08%
30,135
+2,218
259
$273K 0.08%
3,000
260
$269K 0.08%
3,007
+210
261
$267K 0.08%
32,982
+3,911
262
$267K 0.08%
5,398
+2,701
263
$260K 0.08%
7,127
-462
264
$260K 0.08%
+8,874
265
$259K 0.08%
7,566
+7,056
266
$258K 0.08%
6,272
+3,050
267
$258K 0.08%
9,887
-18,964
268
$254K 0.08%
3,656
-1,788
269
$252K 0.08%
1,488
+1,030
270
$251K 0.08%
8,940
-170
271
$249K 0.07%
2,294
+545
272
$247K 0.07%
13,821
+1,378
273
$243K 0.07%
8,081
+7,615
274
$240K 0.07%
3,271
+1,200
275
$240K 0.07%
+1,928
9 10
11
12 13