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
$401M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$4.95M
3
+$4.01M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.68M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.62M

Top Sells

1
+$101M
2
+$2.12M
3
+$2.1M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.03M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$966K

Sector Composition

1 Technology 13.84%
2 Financials 7.18%
3 Consumer Staples 6.21%
4 Healthcare 6.11%
5 Communication Services 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$40.6K 0.01%
537
452
$40.1K 0.01%
1,600
453
$39.3K 0.01%
341
454
$39K 0.01%
2,250
455
$38.1K 0.01%
178
456
$37.7K 0.01%
614
+1
457
$37.4K 0.01%
210
-63
458
$37.4K 0.01%
1,036
-1,504
459
$37.2K 0.01%
+6,695
460
$35.8K 0.01%
880
461
$35.7K 0.01%
689
462
$34.6K 0.01%
375
-4,029
463
$33.8K 0.01%
399
-158
464
$32.3K 0.01%
859
-288
465
– –
0
466
$32K 0.01%
217
467
$31.1K 0.01%
1,374
468
$30.9K 0.01%
2,676
-925
469
$30.6K 0.01%
1,325
-3,887
470
$30.3K 0.01%
240
471
$30.3K 0.01%
575
+105
472
$30.1K 0.01%
641
473
$30K 0.01%
317
-2,012
474
$28.9K 0.01%
380
+66
475
$27.6K 0.01%
+255
17 18
19
20 21