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
$304M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.38M
3
+$1.35M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.26M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.23M

Top Sells

1
+$1.77M
2
+$1.25M
3
+$1.14M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.02M
5
WBA
Walgreens Boots Alliance
WBA
+$962K

Sector Composition

1 Technology 8.7%
2 Consumer Staples 8.34%
3 Financials 8.31%
4 Healthcare 7.72%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$74.7K 0.02%
3,147
402
$73.5K 0.02%
+2,000
403
$72.9K 0.02%
940
-133
404
$72.7K 0.02%
890
405
$72.7K 0.02%
3,500
+1,000
406
$72.2K 0.02%
2,951
407
$72.2K 0.02%
3,501
408
$72K 0.02%
1,740
409
$71.3K 0.02%
916
-56
410
$68.2K 0.02%
1,239
-131
411
$67.8K 0.02%
12,948
-2,962
412
$66.5K 0.02%
2,790
-3,307
413
$65.7K 0.02%
856
+523
414
$65.5K 0.02%
7,092
-25,551
415
$65.3K 0.02%
956
416
$65.3K 0.02%
+4,000
417
$65.1K 0.02%
5,096
-23,335
418
$64.8K 0.02%
+1,160
419
$64.3K 0.02%
476
-82
420
$64.1K 0.02%
1,982
+100
421
$63.8K 0.02%
+1,500
422
$63K 0.02%
2,367
423
$62.7K 0.02%
2,118
+1,341
424
$62.1K 0.02%
336
425
$61.8K 0.02%
2,388
15 16
17
18 19