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
$644M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$5.94M
3
+$1.25M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.02M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1M

Top Sells

1
+$6.29M
2
+$3.59M
3
+$3.37M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.5M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.31M

Sector Composition

1 Technology 12.93%
2 Healthcare 5.82%
3 Financials 5.51%
4 Consumer Staples 4.22%
5 Consumer Discretionary 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$169K 0.03%
774
+53
377
$168K 0.03%
8,910
-1,827
378
$168K 0.03%
8,100
379
$166K 0.03%
1,844
+1,023
380
$165K 0.03%
8,877
+4,129
381
$164K 0.03%
2,100
+269
382
$163K 0.03%
4,396
+2,631
383
$163K 0.03%
2,627
384
$162K 0.03%
4,000
385
$162K 0.03%
15,495
-18,566
386
$160K 0.02%
25,450
+2,124
387
$158K 0.02%
18,000
388
$158K 0.02%
1,032
389
$158K 0.02%
3,375
390
$157K 0.02%
4,909
+3,993
391
$157K 0.02%
+5,751
392
$154K 0.02%
1,377
+7
393
$153K 0.02%
3,582
+3,014
394
$152K 0.02%
1,685
+1,435
395
$151K 0.02%
12,940
396
$151K 0.02%
9,780
+4,202
397
$150K 0.02%
2,622
398
$150K 0.02%
+4,522
399
$149K 0.02%
2,059
+711
400
$146K 0.02%
8,000
+4,000
14 15
16
17 18