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
$326M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$7.94M
3
+$7.74M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.07M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.86%
2 Financials 9.5%
3 Healthcare 7.83%
4 Consumer Staples 5.79%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$6.1K ﹤0.01%
+100
452
$5.99K ﹤0.01%
+353
453
$5.89K ﹤0.01%
+103
454
$5.77K ﹤0.01%
+112
455
$5.45K ﹤0.01%
+228
456
$5.31K ﹤0.01%
+36
457
$5.23K ﹤0.01%
+115
458
$5.05K ﹤0.01%
+35
459
$5.01K ﹤0.01%
+85
460
$4.79K ﹤0.01%
+749
461
$4.73K ﹤0.01%
+450
462
$4.6K ﹤0.01%
+204,500
463
$4.51K ﹤0.01%
+100
464
$4.21K ﹤0.01%
+75
465
$3.56K ﹤0.01%
+121
466
$2.89K ﹤0.01%
+36
467
$1.24K ﹤0.01%
+176
468
$132 ﹤0.01%
+4
469
$118 ﹤0.01%
+280
470
$98 ﹤0.01%
+4
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