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
$549M
AUM Growth
-$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,056
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.38M
3
+$3M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.97M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.69M

Top Sells

1
+$4.16M
2
+$2.52M
3
+$2.41M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.1M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.93M

Sector Composition

1 Technology 10.96%
2 Consumer Staples 8.55%
3 Healthcare 5.93%
4 Financials 4.83%
5 Consumer Discretionary 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$277K 0.05%
3,494
-250
277
$275K 0.05%
3,000
278
$273K 0.05%
1,599
+5
279
$272K 0.05%
10,624
280
$272K 0.05%
1,476
281
$271K 0.05%
11,057
-4,354
282
$270K 0.05%
1,638
+119
283
$270K 0.05%
3,080
-629
284
$267K 0.05%
8,855
285
$265K 0.05%
7,961
+267
286
$264K 0.05%
12,229
-1,900
287
$263K 0.05%
1,147
288
$262K 0.05%
1,662
-40
289
$262K 0.05%
3,688
+183
290
$262K 0.05%
4,652
291
$261K 0.05%
5,782
-442
292
$259K 0.05%
21,171
-113
293
$257K 0.05%
9,262
+3,511
294
$256K 0.05%
956
-227
295
$254K 0.05%
9,155
+1,500
296
$254K 0.05%
46,167
297
$253K 0.05%
8,858
-651
298
$252K 0.05%
3,133
299
$251K 0.05%
3,162
+863
300
$249K 0.05%
6,635
10 11
12
13 14