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
$326M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$7.94M
3
+$7.74M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.07M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.86%
2 Financials 9.5%
3 Healthcare 7.83%
4 Consumer Staples 5.79%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.2M 0.67%
+40,273
27
$2.14M 0.66%
+29,096
28
$2.14M 0.66%
+16,526
29
$2.13M 0.65%
+12,434
30
$2.09M 0.64%
+9,506
31
$2.07M 0.63%
+15,242
32
$2.01M 0.62%
+38,563
33
$1.88M 0.58%
+32,135
34
$1.87M 0.57%
+27,268
35
$1.81M 0.55%
+17,520
36
$1.71M 0.52%
+22,641
37
$1.67M 0.51%
+49,763
38
$1.66M 0.51%
+31,311
39
$1.61M 0.49%
+13,488
40
$1.6M 0.49%
+165,885
41
$1.59M 0.49%
+26,113
42
$1.53M 0.47%
+41,968
43
$1.52M 0.47%
+7,951
44
$1.52M 0.47%
+29,440
45
$1.52M 0.47%
+22,096
46
$1.47M 0.45%
+188,394
47
$1.47M 0.45%
+8,000
48
$1.45M 0.45%
+21,015
49
$1.45M 0.44%
+36,125
50
$1.45M 0.44%
+15,834
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