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
$401M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$4.95M
3
+$4.01M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.68M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.62M

Top Sells

1
+$101M
2
+$2.12M
3
+$2.1M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.03M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$966K

Sector Composition

1 Technology 13.84%
2 Financials 7.18%
3 Consumer Staples 6.21%
4 Healthcare 6.11%
5 Communication Services 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$303K 0.08%
5,134
+2,185
252
$297K 0.07%
4,955
+3,924
253
$297K 0.07%
7,138
+178
254
$294K 0.07%
3,597
+283
255
$293K 0.07%
+4,723
256
$291K 0.07%
19,528
+1,746
257
$291K 0.07%
1,871
-1,049
258
$289K 0.07%
19,208
-524
259
$289K 0.07%
5,274
-124
260
$288K 0.07%
3,275
-3,117
261
$287K 0.07%
2,655
-915
262
$285K 0.07%
11,772
-1,358
263
$285K 0.07%
7,338
+211
264
$277K 0.07%
2,911
-96
265
$273K 0.07%
2,429
+135
266
$272K 0.07%
13,436
-385
267
$263K 0.07%
1,488
268
$261K 0.06%
1,723
+1,624
269
$259K 0.06%
2,526
270
$259K 0.06%
+10,499
271
$257K 0.06%
38,983
-4,871
272
$257K 0.06%
12,501
-6,696
273
$255K 0.06%
29,296
-839
274
$255K 0.06%
4,935
-278
275
$254K 0.06%
16,865
+1,533
9 10
11
12 13