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
$304M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.38M
3
+$1.35M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.26M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.23M

Top Sells

1
+$1.77M
2
+$1.25M
3
+$1.14M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.02M
5
WBA
Walgreens Boots Alliance
WBA
+$962K

Sector Composition

1 Technology 8.7%
2 Consumer Staples 8.34%
3 Financials 8.31%
4 Healthcare 7.72%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$89.3K 0.03%
+6,184
377
$88.9K 0.03%
+10,534
378
$88.7K 0.03%
895
-780
379
$88.3K 0.03%
3,631
380
$88.1K 0.03%
1,788
+161
381
$87.9K 0.03%
527
-158
382
$87.6K 0.03%
586
-47
383
$87.2K 0.03%
3,400
-3,010
384
$87.2K 0.03%
779
-1,389
385
$87.1K 0.03%
6,092
-21,649
386
$86K 0.03%
+1,400
387
$84.9K 0.03%
499
388
$82.7K 0.03%
2,464
+2,172
389
$82.5K 0.03%
75
+9
390
$80K 0.03%
458
391
$79.5K 0.03%
2,494
392
$79.4K 0.03%
1,300
-800
393
$77.6K 0.03%
+1,150
394
$76.9K 0.03%
6,648
395
$76.9K 0.03%
+2,160
396
$76.1K 0.03%
2,570
397
$75.8K 0.02%
2,916
398
$75.7K 0.02%
+2,126
399
$75.3K 0.02%
1,736
+370
400
$75K 0.02%
453
14 15
16
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