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
$595M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
987
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$8.45M
3
+$5.64M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.64M
5
ARHS icon
Arhaus
ARHS
+$2.62M

Top Sells

1
+$9.44M
2
+$4.12M
3
+$3.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.77M
5
ACEL icon
Accel Entertainment
ACEL
+$2.29M

Sector Composition

1 Technology 9.89%
2 Consumer Staples 9.24%
3 Healthcare 6.76%
4 Financials 6.55%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$151K 0.03%
8,462
+3,138
377
$151K 0.03%
1,006
378
$150K 0.03%
2,898
+292
379
$148K 0.02%
18,000
380
$148K 0.02%
4,000
381
$146K 0.02%
2,158
+1,774
382
$146K 0.02%
1,420
383
$146K 0.02%
7,503
-10,979
384
$143K 0.02%
1,211
-130
385
$142K 0.02%
4,661
+4,424
386
$140K 0.02%
536
-19
387
$137K 0.02%
5,908
388
$136K 0.02%
999
+66
389
$135K 0.02%
6,118
390
$134K 0.02%
7,410
391
$131K 0.02%
468
392
$130K 0.02%
961
-201
393
$130K 0.02%
1,280
394
$130K 0.02%
2,978
-591
395
$130K 0.02%
4,641
+1,434
396
$128K 0.02%
8,140
397
$127K 0.02%
2,377
+2,282
398
$127K 0.02%
3,207
399
$127K 0.02%
9,000
400
$124K 0.02%
1,466
14 15
16
17 18