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
$644M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$5.94M
3
+$1.25M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.02M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1M

Top Sells

1
+$6.29M
2
+$3.59M
3
+$3.37M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.5M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.31M

Sector Composition

1 Technology 12.93%
2 Healthcare 5.82%
3 Financials 5.51%
4 Consumer Staples 4.22%
5 Consumer Discretionary 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$99.2K 0.02%
2,066
452
$98.5K 0.02%
+1,778
453
$98.5K 0.02%
2,945
454
$98.4K 0.02%
+295
455
$97.3K 0.02%
741
+59
456
$96.2K 0.01%
476
+68
457
$94.3K 0.01%
5,284
+1,207
458
$93.8K 0.01%
1,673
459
$92.9K 0.01%
+1,536
460
$92.5K 0.01%
4,884
461
$92.4K 0.01%
497
462
$92K 0.01%
2,700
463
$91.6K 0.01%
735
+87
464
$91.3K 0.01%
807
465
$90.6K 0.01%
219
-375
466
$90K 0.01%
3,400
467
$89.2K 0.01%
675
468
$89.1K 0.01%
1,894
-14
469
$88.7K 0.01%
3,671
470
$86.9K 0.01%
37
471
$86.7K 0.01%
4,121
+66
472
$85.9K 0.01%
3,442
-867
473
$85.3K 0.01%
1,961
474
$83.3K 0.01%
5,631
475
$83.3K 0.01%
1,000
17 18
19
20 21