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
$401M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$4.95M
3
+$4.01M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.68M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.62M

Top Sells

1
+$101M
2
+$2.12M
3
+$2.1M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.03M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$966K

Sector Composition

1 Technology 13.84%
2 Financials 7.18%
3 Consumer Staples 6.21%
4 Healthcare 6.11%
5 Communication Services 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$120K 0.03%
1,080
+238
352
$119K 0.03%
898
353
$115K 0.03%
2,799
354
$114K 0.03%
+5,917
355
$114K 0.03%
1,550
356
$113K 0.03%
827
357
$113K 0.03%
9,720
+4,897
358
$113K 0.03%
4,000
+800
359
$110K 0.03%
2,919
-1,280
360
$110K 0.03%
622
361
$109K 0.03%
1,174
-3,310
362
$106K 0.03%
+7,220
363
$106K 0.03%
2,640
-2,127
364
$105K 0.03%
532
+501
365
$104K 0.03%
+1,625
366
$104K 0.03%
895
367
$102K 0.03%
2,347
368
$101K 0.03%
839
369
$101K 0.03%
1,911
370
$97.9K 0.02%
1,777
-339
371
$97.9K 0.02%
1,500
372
$96.3K 0.02%
924
-1,143
373
$95.7K 0.02%
20,192
-28,604
374
$94.7K 0.02%
3,764
-690
375
$94.3K 0.02%
1,300
13 14
15
16 17