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
$326M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1 +$11.9M
2 +$7.94M
3 +$7.74M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.07M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.86%
2 Financials 9.5%
3 Healthcare 7.83%
4 Consumer Staples 5.79%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$12.3K ﹤0.01%
+500
427
$12.1K ﹤0.01%
+806
428
$11.9K ﹤0.01%
+98
429
$10.8K ﹤0.01%
+155
430
$10.6K ﹤0.01%
+238
431
$10.6K ﹤0.01%
+179
432
$10.5K ﹤0.01%
+134
433
$10.4K ﹤0.01%
+181
434
$10.4K ﹤0.01%
+202
435
$9.94K ﹤0.01%
+258
436
$9.9K ﹤0.01%
+168
437
$9.62K ﹤0.01%
+387
438
$9.55K ﹤0.01%
+168
439
$9.44K ﹤0.01%
+400
440
$9.37K ﹤0.01%
+139
441
$9.22K ﹤0.01%
+275
442
$9.18K ﹤0.01%
+89
443
$8.59K ﹤0.01%
+135
444
$7.84K ﹤0.01%
+60
445
$7.12K ﹤0.01%
+33
446
$7.09K ﹤0.01%
+102
447
$6.9K ﹤0.01%
+49
448
$6.76K ﹤0.01%
+122
449
$6.66K ﹤0.01%
+86
450
$6.36K ﹤0.01%
+133