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
$333M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$2.12M
3
+$2.1M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.44M
5
DIS icon
Walt Disney
DIS
+$1.43M

Top Sells

1
+$3.12M
2
+$1.36M
3
+$972K
4
GSK icon
GSK
GSK
+$792K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$742K

Sector Composition

1 Technology 9.98%
2 Financials 8.48%
3 Consumer Staples 7.76%
4 Healthcare 6.46%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$71.4K 0.02%
2,916
402
$71.3K 0.02%
1,400
-298
403
$71.1K 0.02%
2,126
404
$71.1K 0.02%
1,006
+150
405
$69.8K 0.02%
956
406
$69.4K 0.02%
+940
407
$68.7K 0.02%
1,179
-942
408
$68.7K 0.02%
+2,543
409
$67.6K 0.02%
4,412
+1,262
410
$67.3K 0.02%
2,000
-494
411
$66.6K 0.02%
1,135
-5,217
412
$65K 0.02%
+1,382
413
$64.9K 0.02%
1,160
414
$64.6K 0.02%
336
415
$64.3K 0.02%
1,065
-2,130
416
$63.3K 0.02%
+611
417
$62.9K 0.02%
396
-80
418
$62.2K 0.02%
2,118
419
$62.1K 0.02%
547
-2
420
$61.8K 0.02%
1,031
-969
421
$61.2K 0.02%
1,503
422
$61.1K 0.02%
936
+8
423
$60K 0.02%
379
424
$57.8K 0.02%
1,839
-143
425
$57.7K 0.02%
+900
15 16
17
18 19