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
$401M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$4.95M
3
+$4.01M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.68M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.62M

Top Sells

1
+$101M
2
+$2.12M
3
+$2.1M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.03M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$966K

Sector Composition

1 Technology 13.84%
2 Financials 7.18%
3 Consumer Staples 6.21%
4 Healthcare 6.11%
5 Communication Services 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$70.6K 0.02%
611
402
$70.3K 0.02%
1,006
403
$69.2K 0.02%
1,160
404
$67.7K 0.02%
3,986
-41,960
405
$66.1K 0.02%
876
-7,703
406
$65.5K 0.02%
4,412
407
$62.7K 0.02%
1,839
408
$62.6K 0.02%
1,107
-72
409
$61.8K 0.02%
396
410
$61.7K 0.02%
815
-1,307
411
$59.6K 0.01%
2,970
+2,500
412
$58.1K 0.01%
2,005
413
$58.1K 0.01%
2,388
414
$57.1K 0.01%
604
415
$56.8K 0.01%
3,561
416
$56.5K 0.01%
1,014
417
$55.9K 0.01%
379
418
$55.4K 0.01%
219
-296
419
$55.2K 0.01%
547
420
$55K 0.01%
1,444
-3,479
421
$54.9K 0.01%
1,677
422
$54.6K 0.01%
1,700
+700
423
$54K 0.01%
181
-205
424
$54K 0.01%
302
425
$53.4K 0.01%
423
15 16
17
18 19