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
251
$367K 0.06%
3,345
252
$364K 0.06%
28,782
+605
253
$356K 0.06%
8,628
+3,400
254
$354K 0.05%
1,665
-1,573
255
$353K 0.05%
5,974
+3,880
256
$353K 0.05%
12,541
+1,200
257
$352K 0.05%
8,394
-214
258
$347K 0.05%
43,581
-3,000
259
$347K 0.05%
7,633
-683
260
$345K 0.05%
1,681
261
$342K 0.05%
11,629
-470
262
$340K 0.05%
5,350
+2,689
263
$337K 0.05%
4,534
+3,584
264
$337K 0.05%
1,232
-400
265
$336K 0.05%
1,581
-19
266
$335K 0.05%
2,987
+1,200
267
$335K 0.05%
4,783
-9
268
$334K 0.05%
1,011
-2,107
269
$333K 0.05%
3,461
+2,750
270
$327K 0.05%
13,228
+270
271
$326K 0.05%
4,105
-517
272
$326K 0.05%
6,997
273
$319K 0.05%
8,094
-1,885
274
$318K 0.05%
1,928
-1,225
275
$318K 0.05%
15,033
+5,724
9 10
11
12 13