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
$333M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$2.12M
3
+$2.1M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.44M
5
DIS icon
Walt Disney
DIS
+$1.43M

Top Sells

1
+$3.12M
2
+$1.36M
3
+$972K
4
GSK icon
GSK
GSK
+$792K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$742K

Sector Composition

1 Technology 9.98%
2 Financials 8.48%
3 Consumer Staples 7.76%
4 Healthcare 6.46%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$139K 0.04%
1,089
352
$139K 0.04%
3,980
-1,097
353
$136K 0.04%
5,910
-153
354
$135K 0.04%
2,327
+172
355
$133K 0.04%
1,371
+1,042
356
$133K 0.04%
600
357
$132K 0.04%
2,018
+1,863
358
$131K 0.04%
5,187
+1,556
359
$130K 0.04%
3,681
+647
360
$129K 0.04%
515
-637
361
$127K 0.04%
2,000
362
$125K 0.04%
483
363
$123K 0.04%
827
+241
364
$122K 0.04%
7,052
-1,248
365
$121K 0.04%
972
366
$118K 0.04%
3,313
367
$117K 0.04%
+2,116
368
$114K 0.03%
622
369
$113K 0.03%
3,501
370
$113K 0.03%
+1,517
371
$112K 0.03%
1,774
-1,453
372
$111K 0.03%
898
373
$106K 0.03%
1,550
374
$105K 0.03%
+386
375
$104K 0.03%
6,000
+2,500
13 14
15
16 17