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
$304M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.38M
3
+$1.35M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.26M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.23M

Top Sells

1
+$1.77M
2
+$1.25M
3
+$1.14M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.02M
5
WBA
Walgreens Boots Alliance
WBA
+$962K

Sector Composition

1 Technology 8.7%
2 Consumer Staples 8.34%
3 Financials 8.31%
4 Healthcare 7.72%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$44.1K 0.01%
+3,384
452
$44K 0.01%
1,000
453
– –
0
454
$42.1K 0.01%
690
-5,010
455
$42.1K 0.01%
579
-62
456
$41.9K 0.01%
+1,640
457
$40.9K 0.01%
+1,131
458
$37.7K 0.01%
+1,000
459
$37.4K 0.01%
3,613
-18,170
460
$37.3K 0.01%
+537
461
$37K 0.01%
+1,031
462
$36.5K 0.01%
2,570
-291
463
$36.4K 0.01%
+758
464
$36.2K 0.01%
+3,000
465
$36K 0.01%
312
466
$35.8K 0.01%
178
-46
467
$35.6K 0.01%
1,600
-161
468
$35.6K 0.01%
219
+85
469
$35K 0.01%
417
+145
470
$34.2K 0.01%
341
471
$33.8K 0.01%
1,156
472
$33.5K 0.01%
308
473
$33.4K 0.01%
2,250
474
$33.4K 0.01%
2,699
475
$33.2K 0.01%
+541
17 18
19
20 21