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
$326M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$7.94M
3
+$7.74M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.07M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.86%
2 Financials 9.5%
3 Healthcare 7.83%
4 Consumer Staples 5.79%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$92.7K 0.03%
+2,900
327
$92.6K 0.03%
+2,095
328
$90.9K 0.03%
+3,317
329
$90.2K 0.03%
+2,570
330
$89.9K 0.03%
+1,550
331
$89.1K 0.03%
+13,466
332
$87.5K 0.03%
+1,359
333
$86.5K 0.03%
+1,768
334
$86.2K 0.03%
+3,631
335
$86.2K 0.03%
+1,360
336
$85.5K 0.03%
+1,400
337
$85.5K 0.03%
+2,674
338
$85.1K 0.03%
+1,535
339
$84.3K 0.03%
+781
340
$83.9K 0.03%
+1,600
341
$83.6K 0.03%
+1,992
342
$83.1K 0.03%
+972
343
$82.8K 0.03%
+9,361
344
$82.5K 0.03%
+3,748
345
$79.8K 0.02%
+521
346
$79.1K 0.02%
+694
347
$78.6K 0.02%
+1,437
348
$78.5K 0.02%
+924
349
$77.7K 0.02%
+689
350
$76.7K 0.02%
+227
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