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
$644M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$5.94M
3
+$1.25M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.02M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1M

Top Sells

1
+$6.29M
2
+$3.59M
3
+$3.37M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.5M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.31M

Sector Composition

1 Technology 12.93%
2 Healthcare 5.82%
3 Financials 5.51%
4 Consumer Staples 4.22%
5 Consumer Discretionary 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$125K 0.02%
41,025
427
$124K 0.02%
2,443
-3,217
428
$124K 0.02%
369
-41
429
$124K 0.02%
3,277
430
$122K 0.02%
3,600
431
$119K 0.02%
5,115
432
$119K 0.02%
12,677
+1,987
433
$118K 0.02%
1,093
+582
434
$117K 0.02%
3,116
-7,678
435
$117K 0.02%
406
+180
436
$115K 0.02%
1,315
437
$114K 0.02%
550
-300
438
$112K 0.02%
3,281
+584
439
$111K 0.02%
244
440
$110K 0.02%
534
441
$109K 0.02%
+1,798
442
$107K 0.02%
1,172
+8
443
$106K 0.02%
1,427
+1,000
444
$106K 0.02%
1,680
+870
445
$105K 0.02%
775
-91
446
$105K 0.02%
1,364
447
$101K 0.02%
1,485
448
$101K 0.02%
17,210
-28,341
449
$100K 0.02%
1,937
+1,684
450
$99.8K 0.02%
1,760
16 17
18
19 20