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
$691M
AUM Growth
+$83.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$6.13M
3
+$4.88M
4
VFH icon
Vanguard Financials ETF
VFH
+$2.46M
5
MSFT icon
Microsoft
MSFT
+$1.79M

Top Sells

1
+$6.27M
2
+$4.39M
3
+$3.51M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.59M
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$1.21M

Sector Composition

1 Technology 12.09%
2 Consumer Staples 7.51%
3 Financials 6.26%
4 Healthcare 4.97%
5 Consumer Discretionary 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$101K 0.01%
712
+596
452
$100K 0.01%
2,622
453
$98.8K 0.01%
1,265
-63
454
$97.3K 0.01%
2,700
+700
455
$95.2K 0.01%
730
456
$95K 0.01%
3,047
-62
457
$94K 0.01%
7,708
-21,398
458
$92.9K 0.01%
989
-7
459
$91.8K 0.01%
815
460
$91.2K 0.01%
497
461
$90.6K 0.01%
11,007
+2,209
462
$89.7K 0.01%
598
-281
463
$89.3K 0.01%
1,516
+748
464
$89K 0.01%
3,136
+1,947
465
$87K 0.01%
1,758
-459
466
$86.9K 0.01%
4,927
-489
467
$86.7K 0.01%
675
468
$86.6K 0.01%
4,000
469
$85.9K 0.01%
668
470
$85.6K 0.01%
519
471
$85.5K 0.01%
1,252
472
$84.8K 0.01%
5,093
-1,418
473
$83.1K 0.01%
3,123
+2,364
474
$82K 0.01%
2,284
-3,469
475
$81.6K 0.01%
8,205
-1,545
17 18
19
20 21