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
$250M
AUM Growth
-$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
625
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.37M
3
+$1.34M
4
VHT icon
Vanguard Health Care ETF
VHT
+$1.33M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.3M

Top Sells

1
+$90.9M
2
+$2.08M
3
+$1.39M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.21M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.17M

Sector Composition

1 Healthcare 11.19%
2 Technology 8.93%
3 Financials 8.92%
4 Consumer Staples 7.16%
5 Consumer Discretionary 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$24.3K 0.01%
785
427
$24.2K 0.01%
639
428
$24.2K 0.01%
341
429
$24.2K 0.01%
+3,438
430
$23.2K 0.01%
555
431
$23.1K 0.01%
534
-140
432
$21.8K 0.01%
911
-15,345
433
$21.8K 0.01%
1,000
434
$21.6K 0.01%
351
-374
435
$21.3K 0.01%
+751
436
$20.9K 0.01%
480
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437
$20.7K 0.01%
616
-3,481
438
$19.9K 0.01%
475
+2
439
$19.9K 0.01%
+5,000
440
$19.4K 0.01%
+548
441
$19.1K 0.01%
176
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442
$19K 0.01%
246
443
$17.7K 0.01%
674
444
$17.3K 0.01%
+59
445
$16.6K 0.01%
+565
446
$16.3K 0.01%
470
447
$16.1K 0.01%
430
448
$15.2K 0.01%
353
+162
449
$15K 0.01%
114
+54
450
$14.9K 0.01%
382
16 17
18
19 20