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
301
$262K 0.04%
2,887
-1,918
302
$262K 0.04%
10,790
303
$260K 0.04%
6,954
+5,670
304
$259K 0.04%
1,549
+100
305
$258K 0.04%
1,393
-449
306
$257K 0.04%
31,910
+255
307
$254K 0.04%
+8,062
308
$254K 0.04%
+6,814
309
$253K 0.04%
2,915
310
$248K 0.04%
4,394
-124
311
$247K 0.04%
+4,004
312
$246K 0.04%
10,905
313
$245K 0.04%
321
-39
314
$245K 0.04%
7,658
+911
315
$242K 0.04%
4,960
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316
$241K 0.04%
8,134
-16,383
317
$239K 0.04%
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318
$232K 0.04%
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319
$231K 0.04%
5,749
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320
$222K 0.03%
7,027
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321
$222K 0.03%
998
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322
$221K 0.03%
15,377
+1,786
323
$220K 0.03%
10,000
324
$220K 0.03%
1,516
+1,183
325
$218K 0.03%
5,102
11 12
13
14 15