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
$250M
AUM Growth
-$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
625
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.37M
3
+$1.34M
4
VHT icon
Vanguard Health Care ETF
VHT
+$1.33M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.3M

Top Sells

1
+$90.9M
2
+$2.08M
3
+$1.39M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.21M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.17M

Sector Composition

1 Healthcare 11.19%
2 Technology 8.93%
3 Financials 8.92%
4 Consumer Staples 7.16%
5 Consumer Discretionary 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$96.3K 0.04%
892
+847
327
$95.6K 0.04%
569
+171
328
$95.5K 0.04%
739
329
$94.7K 0.04%
2,170
-198
330
$93.1K 0.04%
2,249
+180
331
$90.9K 0.04%
18,372
332
$90.1K 0.04%
1,978
-124
333
$88.9K 0.04%
1,590
-1,738
334
$87.9K 0.04%
3,184
-3,656
335
$86.4K 0.03%
2,159
-7,637
336
$84.3K 0.03%
+357
337
$81.9K 0.03%
898
338
$81.3K 0.03%
1,550
339
$78.8K 0.03%
685
-1,509
340
$78.1K 0.03%
1,359
341
$77.7K 0.03%
543
-1,279
342
$75.8K 0.03%
633
343
$75.7K 0.03%
3,691
344
$74.8K 0.03%
1,269
-5,354
345
$74.8K 0.03%
1,800
346
$74.1K 0.03%
3,631
347
$74K 0.03%
1,399
+631
348
$72.5K 0.03%
3,147
349
$72.4K 0.03%
+2,916
350
$71.5K 0.03%
+765
12 13
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