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
$250M
AUM Growth
-$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
625
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.37M
3
+$1.34M
4
VHT icon
Vanguard Health Care ETF
VHT
+$1.33M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.3M

Top Sells

1
+$90.9M
2
+$2.08M
3
+$1.39M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.21M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.17M

Sector Composition

1 Healthcare 11.19%
2 Technology 8.93%
3 Financials 8.92%
4 Consumer Staples 7.16%
5 Consumer Discretionary 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$41.4K 0.02%
1,440
-25,529
402
$41.3K 0.02%
+7,500
403
$41K 0.02%
2,861
-19,664
404
$40.9K 0.02%
1,463
-10,329
405
$39.5K 0.02%
+3,150
406
$39.1K 0.02%
859
407
$38.1K 0.02%
806
408
$37.5K 0.02%
1,000
409
$36.7K 0.01%
584
-66
410
$36.6K 0.01%
767
-506
411
$36.2K 0.01%
485
+12
412
$34.4K 0.01%
770
-1,172
413
$34.2K 0.01%
3,313
-2,380
414
$33.8K 0.01%
2,250
415
$33.7K 0.01%
290
416
$32.8K 0.01%
642
-4,916
417
$31.7K 0.01%
519
-2,083
418
$30.3K 0.01%
840
419
$29.9K 0.01%
178
+143
420
$28.4K 0.01%
669
-692
421
$28.2K 0.01%
1,000
422
$27.9K 0.01%
952
-2,082
423
$27.1K 0.01%
358
-207
424
$26.4K 0.01%
1,374
425
$25.9K 0.01%
+669
15 16
17
18 19