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
276
$199K 0.07%
493
+82
277
$199K 0.07%
4,199
+1,982
278
$198K 0.07%
4,157
279
$197K 0.06%
3,988
+1,992
280
$196K 0.06%
41,285
-9,624
281
$195K 0.06%
+2,688
282
$192K 0.06%
993
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283
$191K 0.06%
+1,025
284
$189K 0.06%
810
-3,538
285
$187K 0.06%
4,027
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286
$185K 0.06%
2,946
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287
$183K 0.06%
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288
$181K 0.06%
1,070
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289
$181K 0.06%
+3,306
290
$180K 0.06%
294
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291
$180K 0.06%
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292
$178K 0.06%
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293
$177K 0.06%
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294
$176K 0.06%
3,227
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295
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-1,878
296
$174K 0.06%
3,527
+274
297
$173K 0.06%
2,949
298
$173K 0.06%
772
-42
299
$171K 0.06%
+5,077
300
$169K 0.06%
1,081
-80
10 11
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