ACA
Atlas Capital Advisors Portfolio holdings
AUM
$819M
1-Year Return
20%
This Quarter Return
+5.42%
1 Year Return
+20%
3 Year Return
+70.15%
5 Year Return
+108.54%
10 Year Return
–
AUM
$514M
AUM Growth
+$38.8M
(+8.2%)
Cap. Flow
-$94.5M
Cap. Flow
% of AUM
-18.37%
Top 10 Holdings %
Top 10 Hldgs %
24.45%
Holding
845
New
201
Increased
176
Reduced
165
Closed
54
Top Buys
| 1 |
Apple
AAPL
|
+$7.74M |
| 2 |
JPMorgan BetaBuilders Canada ETF
BBCA
|
+$3.82M |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.71M |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
+$3.06M |
| 5 |
Schwab International Small-Cap Equity ETF
SCHC
|
+$1.9M |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$115M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
+$1.9M |
| 3 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
+$1.83M |
| 4 |
Vanguard Information Technology ETF
VGT
|
+$1.67M |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
+$1.47M |
Sector Composition
| 1 | Technology | 11.78% |
| 2 | Financials | 7.25% |
| 3 | Healthcare | 5.08% |
| 4 | Consumer Discretionary | 5% |
| 5 | Consumer Staples | 4.8% |
