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
$401M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$4.95M
3
+$4.01M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.68M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.62M

Top Sells

1
+$101M
2
+$2.12M
3
+$2.1M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.03M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$966K

Sector Composition

1 Technology 13.84%
2 Financials 7.18%
3 Consumer Staples 6.21%
4 Healthcare 6.11%
5 Communication Services 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$53.1K 0.01%
1,165
427
$52.4K 0.01%
139
+100
428
$52.1K 0.01%
3,000
-3,000
429
$51.9K 0.01%
+1,024
430
$50.7K 0.01%
4,998
431
$50.7K 0.01%
+3,835
432
$50.4K 0.01%
617
433
$50.3K 0.01%
+1,550
434
$50.1K 0.01%
1,003
-3,960
435
$48.7K 0.01%
1,000
436
$48.4K 0.01%
+253
437
$48.2K 0.01%
1,513
438
$47.3K 0.01%
3,327
-30
439
$45.1K 0.01%
427
-2,727
440
$44.9K 0.01%
1,212
441
$44.8K 0.01%
290
442
$44K 0.01%
491
-92
443
$43K 0.01%
1,131
444
$42.8K 0.01%
733
445
$42.5K 0.01%
+324
446
$42.2K 0.01%
514
-7,909
447
$42K 0.01%
1,227
448
$41.6K 0.01%
1,119
449
$41.5K 0.01%
758
450
$41.5K 0.01%
1,031
16 17
18
19 20