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
$250M
AUM Growth
-$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
625
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.37M
3
+$1.34M
4
VHT icon
Vanguard Health Care ETF
VHT
+$1.33M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.3M

Top Sells

1
+$90.9M
2
+$2.08M
3
+$1.39M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.21M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.17M

Sector Composition

1 Healthcare 11.19%
2 Technology 8.93%
3 Financials 8.92%
4 Consumer Staples 7.16%
5 Consumer Discretionary 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$54.8K 0.02%
+915
377
$53.9K 0.02%
2,388
378
$53.4K 0.02%
337
+275
379
$50.2K 0.02%
+2,416
380
$49.4K 0.02%
2,010
381
$49K 0.02%
1,513
382
$49K 0.02%
+2,355
383
$48.7K 0.02%
726
-394
384
$48.2K 0.02%
+3,390
385
$47.8K 0.02%
57
386
$47.4K 0.02%
336
387
$47K 0.02%
+1,503
388
$46.6K 0.02%
4,446
+1,921
389
$46.6K 0.02%
+173
390
$46.5K 0.02%
+2,252
391
$45.7K 0.02%
511
-3,913
392
$45.3K 0.02%
1,761
-9,196
393
$44.5K 0.02%
1,677
-1,412
394
$44K 0.02%
641
-4,855
395
$43.8K 0.02%
1,687
-2,756
396
$43.3K 0.02%
1,394
-4,279
397
$43K 0.02%
1,212
-1,909
398
$42.2K 0.02%
86
-360
399
$42.1K 0.02%
5,568
400
$42K 0.02%
421
-1,765
14 15
16
17 18