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
$401M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$4.95M
3
+$4.01M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.68M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.62M

Top Sells

1
+$101M
2
+$2.12M
3
+$2.1M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.03M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$966K

Sector Composition

1 Technology 13.84%
2 Financials 7.18%
3 Consumer Staples 6.21%
4 Healthcare 6.11%
5 Communication Services 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$93.3K 0.02%
1,358
377
$92.6K 0.02%
1,316
-3,096
378
$90.2K 0.02%
279
-63
379
$89.9K 0.02%
6,807
+143
380
$87.6K 0.02%
+10,000
381
$86.5K 0.02%
695
-802
382
$81.9K 0.02%
2,000
383
$81.5K 0.02%
+1,544
384
$78.9K 0.02%
850
+266
385
$78.8K 0.02%
1,400
386
$78.7K 0.02%
1,309
+174
387
$78.7K 0.02%
2,454
-3,818
388
$78.6K 0.02%
66
-9
389
$78.4K 0.02%
1,844
-3
390
$78.2K 0.02%
1,736
391
$78K 0.02%
2,570
392
$76.7K 0.02%
1,795
-3,764
393
$75.6K 0.02%
2,790
394
$75.4K 0.02%
614
-1,314
395
$74.8K 0.02%
2,916
396
$73.2K 0.02%
1,054
+118
397
$73K 0.02%
2,126
398
$70.9K 0.02%
1,503
399
$70.8K 0.02%
336
400
$70.7K 0.02%
1,382
14 15
16
17 18