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
$300M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.51M
3
+$2.27M
4
MLPA icon
Global X MLP ETF
MLPA
+$1.83M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.62M

Top Sells

1
+$3.77M
2
+$2.49M
3
+$1.85M
4
EWO icon
iShares MSCI Austria ETF
EWO
+$1.71M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.53M

Sector Composition

1 Technology 10.99%
2 Financials 9.7%
3 Healthcare 8.56%
4 Consumer Staples 5.96%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$14.8K ﹤0.01%
106
-7
452
$13.5K ﹤0.01%
72
453
$13.4K ﹤0.01%
62
-422
454
$13.4K ﹤0.01%
120
455
$13.3K ﹤0.01%
+333
456
$13.1K ﹤0.01%
37
457
$12.9K ﹤0.01%
408
-1,236
458
$12.7K ﹤0.01%
+380
459
$12.4K ﹤0.01%
+150
460
$11.8K ﹤0.01%
500
461
$11.7K ﹤0.01%
168
462
$11.6K ﹤0.01%
195
463
$11.4K ﹤0.01%
330
464
$11.4K ﹤0.01%
500
465
$10.9K ﹤0.01%
1,319
466
$10.5K ﹤0.01%
155
467
$9.72K ﹤0.01%
+400
468
$9.35K ﹤0.01%
64
-71
469
$9.33K ﹤0.01%
89
470
$9.29K ﹤0.01%
258
471
$8.84K ﹤0.01%
60
472
$7.91K ﹤0.01%
+229
473
$7.66K ﹤0.01%
+32
474
$7.49K ﹤0.01%
+191
475
$7.36K ﹤0.01%
35
17 18
19
20 21