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
$644M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$5.94M
3
+$1.25M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.02M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1M

Top Sells

1
+$6.29M
2
+$3.59M
3
+$3.37M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.5M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.31M

Sector Composition

1 Technology 12.93%
2 Healthcare 5.82%
3 Financials 5.51%
4 Consumer Staples 4.22%
5 Consumer Discretionary 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$146K 0.02%
+14,842
402
$146K 0.02%
2,228
-90
403
$145K 0.02%
6,400
+917
404
$144K 0.02%
8,535
-29,735
405
$143K 0.02%
1,107
406
$141K 0.02%
7,718
+6,053
407
$141K 0.02%
3,207
408
$141K 0.02%
2,558
+822
409
$138K 0.02%
9,000
410
$137K 0.02%
571
+77
411
$136K 0.02%
+2,172
412
$135K 0.02%
+2,402
413
$135K 0.02%
1,340
+60
414
$134K 0.02%
1,568
415
$134K 0.02%
7,274
-532
416
$132K 0.02%
3,498
+1,998
417
$129K 0.02%
18,230
+644
418
$129K 0.02%
1,910
419
$129K 0.02%
3,760
+1,200
420
$128K 0.02%
599
+79
421
$128K 0.02%
948
+728
422
$127K 0.02%
13,927
-7,507
423
$127K 0.02%
+1,068
424
$126K 0.02%
2,070
425
$125K 0.02%
2,728
15 16
17
18 19