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
$691M
AUM Growth
+$83.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$6.13M
3
+$4.88M
4
VFH icon
Vanguard Financials ETF
VFH
+$2.46M
5
MSFT icon
Microsoft
MSFT
+$1.79M

Top Sells

1
+$6.27M
2
+$4.39M
3
+$3.51M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.59M
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$1.21M

Sector Composition

1 Technology 12.09%
2 Consumer Staples 7.51%
3 Financials 6.26%
4 Healthcare 4.97%
5 Consumer Discretionary 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$114K 0.02%
1,180
427
$114K 0.02%
736
+466
428
$112K 0.02%
591
429
$112K 0.02%
245
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430
$112K 0.02%
+1,080
431
$111K 0.02%
+6,046
432
$110K 0.02%
5,115
433
$110K 0.02%
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434
$109K 0.02%
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-1,577
435
$108K 0.02%
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+240
436
$108K 0.02%
1,007
437
$108K 0.02%
485
438
$108K 0.02%
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439
$107K 0.02%
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440
$107K 0.02%
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441
$107K 0.02%
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442
$107K 0.02%
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$106K 0.02%
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444
$106K 0.02%
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445
$105K 0.02%
1,080
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446
$105K 0.02%
168
447
$105K 0.02%
302
448
$105K 0.02%
465
449
$104K 0.02%
395
450
$102K 0.01%
3,039
16 17
18
19 20