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
$336M
AUM Growth
-$65.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
746
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$6.11M
3
+$4.67M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.93M
5
VHT icon
Vanguard Health Care ETF
VHT
+$2.89M

Top Sells

1
+$3.73M
2
+$2.81M
3
+$2.8M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$2.48M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.48M

Sector Composition

1 Technology 14.49%
2 Healthcare 7.49%
3 Consumer Staples 6.58%
4 Financials 5.23%
5 Communication Services 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$44.7K 0.01%
2,900
-4,458
427
$43.8K 0.01%
1,485
-862
428
$43.7K 0.01%
276
+98
429
$43.3K 0.01%
165
+26
430
$43K 0.01%
2,916
431
$42.8K 0.01%
302
432
$42.2K 0.01%
1,755
-1,849
433
$42.1K 0.01%
1,700
434
$42K 0.01%
1,356
+237
435
$41.8K 0.01%
499
-4,288
436
$41.1K 0.01%
+130
437
$40.1K 0.01%
748
-332
438
$39.9K 0.01%
466
-229
439
$39.3K 0.01%
1,677
440
$38.4K 0.01%
424
+1
441
$37.5K 0.01%
548
+1
442
$36.9K 0.01%
+2,486
443
$36.4K 0.01%
1,157
-6,846
444
$36.1K 0.01%
977
-5,747
445
$36K 0.01%
1,513
446
$36K 0.01%
1,227
447
$35.4K 0.01%
1,440
-1,014
448
$35.2K 0.01%
207
-1,320
449
$34.7K 0.01%
3,327
450
$34.1K 0.01%
1,031
16 17
18
19 20