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
$300M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.51M
3
+$2.27M
4
MLPA icon
Global X MLP ETF
MLPA
+$1.83M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.62M

Top Sells

1
+$3.77M
2
+$2.49M
3
+$1.85M
4
EWO icon
iShares MSCI Austria ETF
EWO
+$1.71M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.53M

Sector Composition

1 Technology 10.99%
2 Financials 9.7%
3 Healthcare 8.56%
4 Consumer Staples 5.96%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 0.67%
56,855
+20,115
27
$1.94M 0.65%
45,081
-5,356
28
$1.93M 0.64%
10,695
+3,302
29
$1.83M 0.61%
+31,172
30
$1.8M 0.6%
29,780
+4,580
31
$1.8M 0.6%
15,177
+10,950
32
$1.78M 0.59%
39,336
+9,587
33
$1.74M 0.58%
49,477
-12,896
34
$1.73M 0.58%
14,386
+1,837
35
$1.72M 0.58%
22,765
+102
36
$1.72M 0.57%
11,496
+3,264
37
$1.66M 0.55%
27,540
38
$1.66M 0.55%
14,382
-169
39
$1.65M 0.55%
19,148
+12,738
40
$1.58M 0.53%
32,227
+19,027
41
$1.54M 0.51%
29,862
-3,577
42
$1.54M 0.51%
7,432
43
$1.5M 0.5%
15,783
+5,398
44
$1.5M 0.5%
12,857
45
$1.49M 0.5%
38,230
+3,478
46
$1.46M 0.49%
16,862
+586
47
$1.45M 0.48%
3,703
+1,118
48
$1.45M 0.48%
8,945
-1,799
49
$1.44M 0.48%
15,011
-2,385
50
$1.43M 0.48%
198,800
+51,800
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