ACA
Atlas Capital Advisors Portfolio holdings
AUM
$819M
This Quarter Return
-0%
1 Year Return
+20%
3 Year Return
+70.15%
5 Year Return
+108.54%
10 Year Return
–
AUM
$326M
AUM Growth
–
Cap. Flow
+$326M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
19.51%
Holding
516
New
516
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Procter & Gamble
PG
|
$11.9M |
| 2 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$7.94M |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
$7.74M |
| 4 |
Vanguard FTSE Pacific ETF
VPL
|
$7M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$6.07M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 9.86% |
| 2 | Financials | 9.5% |
| 3 | Healthcare | 7.83% |
| 4 | Consumer Staples | 5.79% |
| 5 | Industrials | 4.81% |
