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
$514M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$3.82M
3
+$3.71M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.06M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.9M

Top Sells

1
+$115M
2
+$1.9M
3
+$1.83M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.67M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.47M

Sector Composition

1 Technology 11.78%
2 Financials 7.25%
3 Healthcare 5.08%
4 Consumer Discretionary 5%
5 Consumer Staples 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$64.4K 0.01%
1,275
+879
452
$64.1K 0.01%
2,790
453
$63.5K 0.01%
+874
454
$62.1K 0.01%
+993
455
$61.8K 0.01%
3,000
456
$61.2K 0.01%
+538
457
$61.2K 0.01%
1,883
458
$61.1K 0.01%
+480
459
$59.1K 0.01%
+500
460
$58.2K 0.01%
1,645
461
$58.1K 0.01%
274
-526
462
$57.6K 0.01%
800
463
$57.2K 0.01%
1,550
464
$56.8K 0.01%
498
-297
465
$56.2K 0.01%
134
-2,205
466
$56K 0.01%
290
467
$56K 0.01%
1,513
468
$53.4K 0.01%
1,620
-2,028
469
$53.3K 0.01%
+950
470
$53.1K 0.01%
4,304
471
$51.2K 0.01%
604
472
$51.1K 0.01%
+150
473
$49.6K 0.01%
180
474
$49.2K 0.01%
2,185
-715
475
$49.2K 0.01%
896
17 18
19
20 21