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
$300M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.51M
3
+$2.27M
4
MLPA icon
Global X MLP ETF
MLPA
+$1.83M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.62M

Top Sells

1
+$3.77M
2
+$2.49M
3
+$1.85M
4
EWO icon
iShares MSCI Austria ETF
EWO
+$1.71M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.53M

Sector Composition

1 Technology 10.99%
2 Financials 9.7%
3 Healthcare 8.56%
4 Consumer Staples 5.96%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$79.2K 0.03%
+1,868
352
$77.3K 0.03%
+3,691
353
$76.5K 0.03%
8,553
354
$76.4K 0.03%
1,361
-520
355
$74K 0.02%
+2,305
356
$73.9K 0.02%
3,147
+1,152
357
$73.7K 0.02%
+5,584
358
$73.4K 0.02%
2,570
359
$72.4K 0.02%
549
+161
360
$72.2K 0.02%
1,238
-51
361
$72.1K 0.02%
3,631
362
$71.8K 0.02%
1,054
363
$70.8K 0.02%
565
364
$70.8K 0.02%
859
365
$70.5K 0.02%
7,161
-15,259
366
$69.4K 0.02%
1,277
367
$69.1K 0.02%
199
-28
368
$68.9K 0.02%
398
+118
369
$68.1K 0.02%
1,350
370
$66.9K 0.02%
1,253
371
$64.4K 0.02%
+2,790
372
$62.8K 0.02%
829
-1,312
373
$62.6K 0.02%
851
-116
374
$61.7K 0.02%
725
375
$60.8K 0.02%
5,568
13 14
15
16 17