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
$304M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.38M
3
+$1.35M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.26M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.23M

Top Sells

1
+$1.77M
2
+$1.25M
3
+$1.14M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.02M
5
WBA
Walgreens Boots Alliance
WBA
+$962K

Sector Composition

1 Technology 8.7%
2 Consumer Staples 8.34%
3 Financials 8.31%
4 Healthcare 7.72%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$168K 0.06%
4,000
302
$167K 0.05%
8,300
303
$166K 0.05%
3,563
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304
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305
$164K 0.05%
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307
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308
$161K 0.05%
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309
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310
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311
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11,513
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312
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7,358
313
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314
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315
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316
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6,063
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317
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318
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321
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322
$151K 0.05%
3,031
-3,860
323
$151K 0.05%
5,437
324
$150K 0.05%
+2,071
325
$150K 0.05%
2,887
+206
11 12
13
14 15