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
$671M
AUM Growth
+$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
980
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$5.65M
3
+$3.78M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.36M
5
IPAC icon
iShares Core MSCI Pacific ETF
IPAC
+$3.1M

Top Sells

1
+$5.82M
2
+$5.54M
3
+$5.18M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$3.91M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$3.61M

Sector Composition

1 Technology 12.63%
2 Financials 5.66%
3 Healthcare 4.82%
4 Consumer Staples 4.16%
5 Consumer Discretionary 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$191K 0.03%
15,564
+9,847
352
$191K 0.03%
41,025
353
$187K 0.03%
6,488
-466
354
$187K 0.03%
721
-333
355
$186K 0.03%
8,022
-3,643
356
$184K 0.03%
3,153
-1,108
357
$183K 0.03%
2,357
+1,469
358
$180K 0.03%
5,102
359
$179K 0.03%
612
360
$177K 0.03%
3,121
-591
361
$177K 0.03%
10,020
+5,684
362
$175K 0.03%
468
363
$175K 0.03%
958
-58
364
$175K 0.03%
20,812
-17,147
365
$175K 0.03%
4,000
366
$172K 0.03%
2,679
-404
367
$171K 0.03%
13,591
+6,891
368
$170K 0.03%
1,675
-2,650
369
$170K 0.03%
10,737
+1,456
370
$170K 0.03%
410
+41
371
$167K 0.02%
2,675
-192
372
$166K 0.02%
1,500
373
$165K 0.02%
722
374
$161K 0.02%
3,375
375
$161K 0.02%
772
13 14
15
16 17