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
351
$76.5K 0.02%
+8,553
352
$76.4K 0.02%
+700
353
$76.3K 0.02%
+2,070
354
$75.8K 0.02%
+880
355
$72.5K 0.02%
+2,803
356
$69.5K 0.02%
+2,000
357
$69.2K 0.02%
+468
358
$68.9K 0.02%
+1,258
359
$65.7K 0.02%
+1,514
360
$65.4K 0.02%
+1,989
361
$63.9K 0.02%
+1,860
362
$63.9K 0.02%
+1,229
363
$63.8K 0.02%
+40
364
$61.6K 0.02%
+1,088
365
$61.4K 0.02%
+1,000
366
$60.6K 0.02%
+741
367
$59.3K 0.02%
+1,120
368
$58.9K 0.02%
+1,600
369
$58.3K 0.02%
+380
370
$57.9K 0.02%
+3,523
371
$54.4K 0.02%
+840
372
$54.4K 0.02%
+1,505
373
$51.2K 0.02%
+5,568
374
$50.6K 0.02%
+1,105
375
$49.1K 0.02%
+745