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
$333M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$2.12M
3
+$2.1M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.44M
5
DIS icon
Walt Disney
DIS
+$1.43M

Top Sells

1
+$3.12M
2
+$1.36M
3
+$972K
4
GSK icon
GSK
GSK
+$792K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$742K

Sector Composition

1 Technology 9.98%
2 Financials 8.48%
3 Consumer Staples 7.76%
4 Healthcare 6.46%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$56.6K 0.02%
604
427
$56.5K 0.02%
2,005
428
$54.5K 0.02%
4,823
-6,730
429
$54.5K 0.02%
584
+210
430
$54.2K 0.02%
2,388
431
$53.6K 0.02%
+800
432
$53.2K 0.02%
+282
433
$52.4K 0.02%
1,014
434
$52.2K 0.02%
1,165
-575
435
$51.5K 0.02%
3,561
-25,873
436
$50.6K 0.02%
4,670
-735
437
$50.5K 0.02%
1,677
438
$50.5K 0.02%
+583
439
$49.8K 0.02%
302
440
$49.3K 0.01%
423
441
$49K 0.01%
1,513
442
$46.9K 0.01%
4,998
+1,560
443
$45.2K 0.01%
557
-383
444
$45K 0.01%
3,601
-2,491
445
$44.9K 0.01%
617
-2,071
446
$44.3K 0.01%
3,357
-27
447
$43.5K 0.01%
273
-178
448
$43.3K 0.01%
290
449
$42.5K 0.01%
1,212
450
$41.3K 0.01%
1,000
16 17
18
19 20