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
$300M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.51M
3
+$2.27M
4
MLPA icon
Global X MLP ETF
MLPA
+$1.83M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.62M

Top Sells

1
+$3.77M
2
+$2.49M
3
+$1.85M
4
EWO icon
iShares MSCI Austria ETF
EWO
+$1.71M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.53M

Sector Composition

1 Technology 10.99%
2 Financials 9.7%
3 Healthcare 8.56%
4 Consumer Staples 5.96%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$59.2K 0.02%
+1,273
377
$58.5K 0.02%
336
378
$58.1K 0.02%
712
-4,557
379
$57.6K 0.02%
2,395
380
$56.8K 0.02%
+2,819
381
$55.8K 0.02%
2,388
-3,654
382
$54.7K 0.02%
+565
383
$54K 0.02%
5,914
-12,453
384
$53.4K 0.02%
2,890
+785
385
$52.8K 0.02%
+298
386
$52.6K 0.02%
840
387
$52.2K 0.02%
2,093
-10,133
388
$51K 0.02%
650
+314
389
$51K 0.02%
1,513
390
$47.6K 0.02%
1,000
391
$47.6K 0.02%
4,050
392
$47K 0.02%
1,105
393
$46.2K 0.02%
+2,010
394
$45.7K 0.02%
1,178
-458
395
$44.8K 0.02%
1,000
396
$43.5K 0.01%
57
397
$43.4K 0.01%
+396
398
$43.2K 0.01%
806
399
$42.3K 0.01%
+183
400
$40.4K 0.01%
768
14 15
16
17 18