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
$333M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$2.12M
3
+$2.1M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.44M
5
DIS icon
Walt Disney
DIS
+$1.43M

Top Sells

1
+$3.12M
2
+$1.36M
3
+$972K
4
GSK icon
GSK
GSK
+$792K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$742K

Sector Composition

1 Technology 9.98%
2 Financials 8.48%
3 Consumer Staples 7.76%
4 Healthcare 6.46%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$41.1K 0.01%
1,131
452
$39.4K 0.01%
+116
453
$39.2K 0.01%
1,031
454
$38.4K 0.01%
537
455
$38.2K 0.01%
1,119
-11,382
456
$38K 0.01%
758
457
$37.9K 0.01%
733
-5,442
458
$37.6K 0.01%
1,227
459
$37.4K 0.01%
1,500
460
$37.2K 0.01%
2,250
461
$35.9K 0.01%
+149
462
$35.7K 0.01%
613
+107
463
$34.8K 0.01%
299
-13
464
$34.3K 0.01%
178
465
$34K 0.01%
+689
466
$33.9K 0.01%
341
467
$33.9K 0.01%
1,600
468
$33.8K 0.01%
1,147
-703
469
$33.2K 0.01%
880
470
$33K 0.01%
541
471
$32.5K 0.01%
+261
472
$30.6K 0.01%
1,374
473
$30.5K 0.01%
142
474
– –
0
475
$28.9K 0.01%
255
-53
17 18
19
20 21