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
$336M
AUM Growth
-$65.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
746
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$6.11M
3
+$4.67M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.93M
5
VHT icon
Vanguard Health Care ETF
VHT
+$2.89M

Top Sells

1
+$3.73M
2
+$2.81M
3
+$2.8M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$2.48M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.48M

Sector Composition

1 Technology 14.49%
2 Healthcare 7.49%
3 Consumer Staples 6.58%
4 Financials 5.23%
5 Communication Services 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$94.4K 0.03%
9,672
-14,756
352
$92.4K 0.03%
8,435
+7,702
353
$92.3K 0.03%
2,799
354
$92.2K 0.03%
830
-94
355
$89.3K 0.03%
3,107
+467
356
$88.9K 0.03%
2,723
+2,460
357
$87.5K 0.03%
+1,977
358
$87.3K 0.03%
3,723
-2,099
359
$83.8K 0.02%
8,810
+7,743
360
$82.3K 0.02%
622
361
$81.3K 0.02%
3,747
-430
362
$81.2K 0.02%
979
-5,490
363
$80.8K 0.02%
2,971
+2,761
364
$79.5K 0.02%
1,384
-304
365
$79.3K 0.02%
6,394
366
$78.7K 0.02%
2,937
-8,543
367
$78.4K 0.02%
4,167
+794
368
$77.1K 0.02%
1,545
+45
369
$76.2K 0.02%
+5,500
370
$75.5K 0.02%
1,300
371
$74.6K 0.02%
2,599
-1,600
372
$74.2K 0.02%
898
373
$72.4K 0.02%
9,300
-420
374
$69.6K 0.02%
3,580
-6,750
375
$69.1K 0.02%
+2,445
13 14
15
16 17