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
276
$252K 0.06%
4,500
277
$248K 0.06%
1,165
+75
278
$248K 0.06%
9,055
-2,411
279
$239K 0.06%
1,440
-46
280
$235K 0.06%
9,761
-656
281
$234K 0.06%
3,000
282
$234K 0.06%
1,380
283
$234K 0.06%
4,157
284
$233K 0.06%
3,700
+400
285
$233K 0.06%
+1,892
286
$231K 0.06%
3,656
287
$229K 0.06%
7,855
-1,085
288
$226K 0.06%
4,199
289
$221K 0.06%
4,441
+888
290
$219K 0.05%
952
+100
291
$218K 0.05%
7,270
292
$216K 0.05%
2,253
+188
293
$215K 0.05%
+3,815
294
$214K 0.05%
3,116
+2,216
295
$214K 0.05%
39,422
296
$208K 0.05%
28,085
-19,546
297
$206K 0.05%
4,582
298
$203K 0.05%
3,473
+1,146
299
$199K 0.05%
13,905
-895
300
$199K 0.05%
3,306
10 11
12
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