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
276
$164K 0.05%
+12,000
277
$161K 0.05%
+4,256
278
$158K 0.05%
+1,692
279
$157K 0.05%
+1,119
280
$157K 0.05%
+3,034
281
$155K 0.05%
+7,476
282
$152K 0.05%
+2,214
283
$151K 0.05%
+5,569
284
$147K 0.05%
+2,867
285
$144K 0.04%
+4,589
286
$144K 0.04%
+3,428
287
– –
0
288
$140K 0.04%
+5,862
289
$140K 0.04%
+12,978
290
$140K 0.04%
+874
291
$139K 0.04%
+1,222
292
$137K 0.04%
+622
293
$134K 0.04%
+2,550
294
$131K 0.04%
+3,843
295
$127K 0.04%
+7,938
296
$125K 0.04%
+4,250
297
$124K 0.04%
+2,541
298
$119K 0.04%
+1,598
299
$117K 0.04%
+1,884
300
$116K 0.04%
+7,270
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