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
$514M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$3.82M
3
+$3.71M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.06M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.9M

Top Sells

1
+$115M
2
+$1.9M
3
+$1.83M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.67M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.47M

Sector Composition

1 Technology 11.78%
2 Financials 7.25%
3 Healthcare 5.08%
4 Consumer Discretionary 5%
5 Consumer Staples 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$100K 0.02%
+4,311
402
$97.2K 0.02%
851
403
$95.2K 0.02%
3,229
404
$93.2K 0.02%
699
405
$93.1K 0.02%
337
+1
406
$92.6K 0.02%
8,021
-4,455
407
$90K 0.02%
7,023
+1,495
408
$89.8K 0.02%
1,470
409
$89.1K 0.02%
3,897
+1,923
410
$88.1K 0.02%
711
+295
411
$86.8K 0.02%
7,087
+2,029
412
$86K 0.02%
1,095
+200
413
$84.4K 0.02%
8,419
414
$84.4K 0.02%
1,500
415
$83.9K 0.02%
1,150
-300
416
$82.4K 0.02%
+900
417
$82K 0.02%
5,000
418
$81.8K 0.02%
+1,500
419
$81.6K 0.02%
+3,775
420
$81.5K 0.02%
+35
421
$81.5K 0.02%
2,685
422
$79.5K 0.02%
+653
423
$78.5K 0.02%
2,844
424
$76.8K 0.01%
1,500
+212
425
$76.7K 0.01%
556
+421
15 16
17
18 19