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
276
$318K 0.05%
2,661
+2,573
277
$315K 0.05%
+3,013
278
$314K 0.05%
2,750
279
$312K 0.05%
8,141
280
$309K 0.05%
4,719
+117
281
$309K 0.05%
2,375
+78
282
$308K 0.05%
18,482
+2,918
283
$301K 0.05%
5,872
+325
284
$301K 0.05%
733
+11
285
$296K 0.05%
7,773
286
$295K 0.05%
11,423
-4,500
287
$290K 0.05%
13,182
-1,446
288
$290K 0.05%
8,603
-663
289
$282K 0.04%
1,132
+39
290
$281K 0.04%
12,699
291
$280K 0.04%
4,256
292
$279K 0.04%
1,713
-1,900
293
$275K 0.04%
2,175
-998
294
$274K 0.04%
2,570
-1,232
295
$274K 0.04%
3,308
+951
296
$274K 0.04%
6,777
+289
297
$272K 0.04%
8,140
298
$264K 0.04%
447
+70
299
$264K 0.04%
525
-3
300
$264K 0.04%
3,131
+153
10 11
12
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