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
$595M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
987
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$8.45M
3
+$5.64M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.64M
5
ARHS icon
Arhaus
ARHS
+$2.62M

Top Sells

1
+$9.44M
2
+$4.12M
3
+$3.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.77M
5
ACEL icon
Accel Entertainment
ACEL
+$2.29M

Sector Composition

1 Technology 9.89%
2 Consumer Staples 9.24%
3 Healthcare 6.76%
4 Financials 6.55%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$80.7K 0.01%
480
452
$78.6K 0.01%
689
-35
453
$78.1K 0.01%
1,234
-748
454
$77.8K 0.01%
465
455
$77.4K 0.01%
497
456
$76.8K 0.01%
358
+79
457
$75.8K 0.01%
591
458
$74.5K 0.01%
1,102
-5
459
$74.4K 0.01%
1,001
+292
460
$72.4K 0.01%
2,816
+1,000
461
$71.9K 0.01%
1,405
462
$71.6K 0.01%
5,197
-5,914
463
$70.4K 0.01%
8,798
464
$70.4K 0.01%
1,604
-1,606
465
$69.6K 0.01%
633
-242
466
$69.2K 0.01%
675
467
$68.5K 0.01%
176
468
$68.3K 0.01%
1,220
-207
469
$68K 0.01%
870
+102
470
$67.3K 0.01%
3,650
471
$66.9K 0.01%
519
472
$66.7K 0.01%
1,474
-526
473
$66.6K 0.01%
27
-4
474
$66.1K 0.01%
312
-33
475
$65.9K 0.01%
1,257
-592
17 18
19
20 21