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
$326M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1 +$11.9M
2 +$7.94M
3 +$7.74M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.07M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.86%
2 Financials 9.5%
3 Healthcare 7.83%
4 Consumer Staples 5.79%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$48K 0.01%
+1,543
377
$47.8K 0.01%
+598
378
$47.5K 0.01%
+629
379
$47.3K 0.01%
+388
380
$46.4K 0.01%
+4,186
381
$45.8K 0.01%
+1,935
382
$41.8K 0.01%
+1,440
383
$39.4K 0.01%
+749
384
$38.2K 0.01%
+1,500
385
$36.4K 0.01%
+344
386
$35.9K 0.01%
+2,250
387
$31.5K 0.01%
+1,143
388
$31.1K 0.01%
+354
389
$29.9K 0.01%
+1,000
390
$28.8K 0.01%
+1,082
391
$27.8K 0.01%
+239
392
$27.3K 0.01%
+1,000
393
$27.2K 0.01%
+1,891
394
$26.3K 0.01%
+138
395
$25.4K 0.01%
+170
396
$24.6K 0.01%
+1,000
397
$23.2K 0.01%
+468
398
$23.1K 0.01%
+170
399
$23.1K 0.01%
+1,847
400
$23.1K 0.01%
+287