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
$597M
AUM Growth
+$82.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
974
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$5.46M
3
+$4.11M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$3.97M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.13M

Top Sells

1
+$5.05M
2
+$2.49M
3
+$1.18M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.1M
5
MSCI icon
MSCI
MSCI
+$905K

Sector Composition

1 Technology 13.53%
2 Financials 7.05%
3 Healthcare 5.18%
4 Consumer Discretionary 4.3%
5 Consumer Staples 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$79.4K 0.01%
8,021
452
$79.3K 0.01%
1,856
453
$79K 0.01%
1,485
+14
454
$78.4K 0.01%
17,417
+5,067
455
$78.4K 0.01%
913
+20
456
$78.1K 0.01%
890
457
$78K 0.01%
1,470
458
$78K 0.01%
+3,000
459
$78K 0.01%
1,280
+59
460
$77.9K 0.01%
3,089
-2,619
461
$77.1K 0.01%
1,500
462
$76.2K 0.01%
8,419
463
$73.5K 0.01%
2,148
+528
464
$72.9K 0.01%
1,559
465
$72.2K 0.01%
1,048
+700
466
$71.9K 0.01%
1,784
-3,186
467
$71.5K 0.01%
295
+5
468
$70.9K 0.01%
5,000
469
$70.7K 0.01%
6,177
+1,873
470
$70.5K 0.01%
551
+343
471
$69.8K 0.01%
1,000
472
$69.5K 0.01%
8,270
+2,097
473
$69.4K 0.01%
4,748
-2,275
474
$68.6K 0.01%
155
+21
475
$67.9K 0.01%
4,100
+386
17 18
19
20 21