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
$300M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.51M
3
+$2.27M
4
MLPA icon
Global X MLP ETF
MLPA
+$1.83M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.62M

Top Sells

1
+$3.77M
2
+$2.49M
3
+$1.85M
4
EWO icon
iShares MSCI Austria ETF
EWO
+$1.71M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.53M

Sector Composition

1 Technology 10.99%
2 Financials 9.7%
3 Healthcare 8.56%
4 Consumer Staples 5.96%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$38.4K 0.01%
614
402
$38K 0.01%
239
403
$37.8K 0.01%
290
404
$37.3K 0.01%
473
+49
405
$34.8K 0.01%
6,279
-15,605
406
$33.6K 0.01%
627
-120
407
$33K 0.01%
+674
408
$32K 0.01%
+2,250
409
$31.6K 0.01%
966
-9,466
410
$31.5K 0.01%
+323
411
$31.3K 0.01%
+336
412
$30K 0.01%
341
413
$29.8K 0.01%
1,374
-2,348
414
$28.9K 0.01%
+473
415
$28.6K 0.01%
639
-3,730
416
$28.3K 0.01%
+133
417
$28.2K 0.01%
2,525
-19,236
418
$27.4K 0.01%
+721
419
$27.2K 0.01%
+2,000
420
$26.8K 0.01%
+223
421
$25.9K 0.01%
+375
422
$25.7K 0.01%
+612
423
$25.6K 0.01%
1,082
424
$25.4K 0.01%
257
425
$25K 0.01%
785
15 16
17
18 19