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
$326M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$7.94M
3
+$7.74M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$7M
5
VWO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$22.3K 0.01%
+162
402
$22.2K 0.01%
+257
403
$21.9K 0.01%
+312
404
$21.4K 0.01%
+406
405
$20.6K 0.01%
+470
406
$20.1K 0.01%
+792
407
$19.8K 0.01%
+135
408
$19.5K 0.01%
+301
409
$19.4K 0.01%
+275
410
$19.2K 0.01%
+373
411
$18.3K 0.01%
+246
412
$17.5K 0.01%
+225
413
$17.5K 0.01%
+264
414
$17.3K 0.01%
+63
415
$16.3K 0.01%
+104
416
$16.2K 0.01%
+953
417
$15.5K ﹤0.01%
+198
418
$15.3K ﹤0.01%
+318
419
$15.1K ﹤0.01%
+500
420
$15K ﹤0.01%
+302
421
$14.6K ﹤0.01%
+753
422
$14.3K ﹤0.01%
+242
423
$13.2K ﹤0.01%
+88
424
$12.8K ﹤0.01%
+500
425
$12.3K ﹤0.01%
+500
15 16
17
18 19