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
$304M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.38M
3
+$1.35M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.26M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.23M

Top Sells

1
+$1.77M
2
+$1.25M
3
+$1.14M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.02M
5
WBA
Walgreens Boots Alliance
WBA
+$962K

Sector Composition

1 Technology 8.7%
2 Consumer Staples 8.34%
3 Financials 8.31%
4 Healthcare 7.72%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$60.9K 0.02%
928
-96
427
$60.8K 0.02%
+549
428
$60K 0.02%
5,405
-5,888
429
$59.8K 0.02%
1,503
430
$59.7K 0.02%
2,252
431
$58.4K 0.02%
3,899
432
$57.9K 0.02%
997
-151
433
$54.2K 0.02%
3,150
-15,528
434
$54.1K 0.02%
2,005
435
$54K 0.02%
379
436
$53.5K 0.02%
1,014
+208
437
$53.4K 0.02%
1,155
+539
438
$53.3K 0.02%
451
-60
439
$53.2K 0.02%
+604
440
$52.5K 0.02%
+2,919
441
$51.9K 0.02%
+531
442
$51.4K 0.02%
1,677
443
$50.2K 0.02%
+423
444
$49.2K 0.02%
+302
445
$47.4K 0.02%
1,513
446
$46.7K 0.02%
290
447
$46.4K 0.02%
+381
448
$46.4K 0.02%
301
-281
449
$44.9K 0.01%
1,212
450
$44.7K 0.01%
754
-2,182
16 17
18
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