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
$595M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
987
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$8.45M
3
+$5.64M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.64M
5
ARHS icon
Arhaus
ARHS
+$2.62M

Top Sells

1
+$9.44M
2
+$4.12M
3
+$3.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.77M
5
ACEL icon
Accel Entertainment
ACEL
+$2.29M

Sector Composition

1 Technology 9.89%
2 Consumer Staples 9.24%
3 Healthcare 6.76%
4 Financials 6.55%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$271K 0.05%
1,919
-366
277
$270K 0.05%
3,954
278
$270K 0.05%
1,147
279
$270K 0.05%
4,347
+2,353
280
$269K 0.05%
2,228
-1,587
281
$267K 0.04%
3,767
-167
282
$264K 0.04%
3,133
283
$264K 0.04%
28,371
-21,793
284
$263K 0.04%
1,215
-375
285
$263K 0.04%
16,201
+14,639
286
$263K 0.04%
2,905
-175
287
$262K 0.04%
3,120
288
$261K 0.04%
10,430
-1,799
289
$261K 0.04%
4,573
-777
290
$260K 0.04%
4,466
+4,259
291
$259K 0.04%
5,055
-253
292
$254K 0.04%
+4,239
293
$254K 0.04%
+25,659
294
$253K 0.04%
3,106
295
$251K 0.04%
4,608
+4,228
296
$248K 0.04%
3,528
-521
297
$246K 0.04%
2,477
-273
298
$245K 0.04%
2,692
299
$245K 0.04%
10,105
-5,796
300
$244K 0.04%
21,629
10 11
12
13 14