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
$549M
AUM Growth
-$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,056
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.38M
3
+$3M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.97M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.69M

Top Sells

1
+$4.16M
2
+$2.52M
3
+$2.41M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.1M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.93M

Sector Composition

1 Technology 10.96%
2 Consumer Staples 8.55%
3 Healthcare 5.93%
4 Financials 4.83%
5 Consumer Discretionary 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$86K 0.02%
550
452
$84.7K 0.02%
1,860
453
$84.6K 0.02%
524
-100
454
$83.6K 0.02%
5,115
455
$83.4K 0.02%
+5,324
456
$83.3K 0.02%
2,000
-432
457
$83K 0.02%
1,107
458
$81.8K 0.01%
1,427
+207
459
$81.6K 0.01%
16,356
-1,874
460
$80.7K 0.01%
1,086
+48
461
$78.8K 0.01%
1,180
-132
462
$77K 0.01%
734
+111
463
$76.6K 0.01%
724
-1,422
464
$75.9K 0.01%
+2,700
465
$75.3K 0.01%
850
+650
466
$75.3K 0.01%
1,750
467
$74.8K 0.01%
497
468
$74.1K 0.01%
345
+10
469
$73.8K 0.01%
3,207
-6,332
470
$72.6K 0.01%
3,650
471
$72.2K 0.01%
3,120
472
$72K 0.01%
2,756
473
$71.3K 0.01%
1,627
474
$70.7K 0.01%
465
475
$70.7K 0.01%
2,757
17 18
19
20 21