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
$671M
AUM Growth
+$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
980
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$5.65M
3
+$3.78M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.36M
5
IPAC icon
iShares Core MSCI Pacific ETF
IPAC
+$3.1M

Top Sells

1
+$5.82M
2
+$5.54M
3
+$5.18M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$3.91M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$3.61M

Sector Composition

1 Technology 12.63%
2 Financials 5.66%
3 Healthcare 4.82%
4 Consumer Staples 4.16%
5 Consumer Discretionary 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$83.7K 0.01%
648
-5,198
452
$82.9K 0.01%
2,014
-215
453
$80.5K 0.01%
3,671
454
$79.2K 0.01%
1,348
-265
455
$78.9K 0.01%
3,120
456
$78.3K 0.01%
+3,000
457
$77.6K 0.01%
4,261
-50
458
$77K 0.01%
1,760
-120
459
$76.3K 0.01%
707
+460
460
$75.9K 0.01%
+1,790
461
$75.7K 0.01%
4,077
+559
462
$73.3K 0.01%
950
463
$72.5K 0.01%
226
464
$71.8K 0.01%
4,000
465
$71.5K 0.01%
346
-154
466
$70.9K 0.01%
931
+240
467
$70.3K 0.01%
1,000
468
$70.1K 0.01%
1,161
469
$69.9K 0.01%
1,500
470
$69.3K 0.01%
525
471
$68.1K 0.01%
1,856
472
$67.4K 0.01%
256
+106
473
$67.1K 0.01%
32
+13
474
$66.6K 0.01%
1,001
+947
475
$66.5K 0.01%
462
+236
17 18
19
20 21