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
$595M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
987
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$8.45M
3
+$5.64M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.64M
5
ARHS icon
Arhaus
ARHS
+$2.62M

Top Sells

1
+$9.44M
2
+$4.12M
3
+$3.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.77M
5
ACEL icon
Accel Entertainment
ACEL
+$2.29M

Sector Composition

1 Technology 9.89%
2 Consumer Staples 9.24%
3 Healthcare 6.76%
4 Financials 6.55%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$124K 0.02%
3,834
+761
402
$124K 0.02%
7,684
-5,996
403
$123K 0.02%
1,500
404
$122K 0.02%
1,103
+129
405
$122K 0.02%
2,512
+1,247
406
$121K 0.02%
1,229
407
$120K 0.02%
1,914
+54
408
$117K 0.02%
3,760
409
$116K 0.02%
6,362
410
$114K 0.02%
4,861
+1,466
411
$113K 0.02%
2,728
412
$112K 0.02%
789
+526
413
$111K 0.02%
3,769
414
$109K 0.02%
471
415
$108K 0.02%
+482
416
$107K 0.02%
1,920
-80
417
$107K 0.02%
9,205
-447
418
$107K 0.02%
4,884
419
$107K 0.02%
1,364
420
$107K 0.02%
1,012
+62
421
$105K 0.02%
2,488
+1,588
422
$105K 0.02%
492
423
$103K 0.02%
16,356
424
$102K 0.02%
1,081
-1,139
425
$102K 0.02%
3,075
-600
15 16
17
18 19