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
$304M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.38M
3
+$1.35M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.26M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.23M

Top Sells

1
+$1.77M
2
+$1.25M
3
+$1.14M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.02M
5
WBA
Walgreens Boots Alliance
WBA
+$962K

Sector Composition

1 Technology 8.7%
2 Consumer Staples 8.34%
3 Financials 8.31%
4 Healthcare 7.72%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2M 0.66%
41,696
-2,083
27
$1.94M 0.64%
9,211
+537
28
$1.93M 0.63%
40,122
+13,280
29
$1.92M 0.63%
67,172
+11,017
30
$1.88M 0.62%
25,063
-94
31
$1.88M 0.62%
74,827
-4,770
32
$1.85M 0.61%
34,180
+6,640
33
$1.84M 0.6%
19,869
-723
34
$1.83M 0.6%
42,925
+6,576
35
$1.8M 0.59%
12,859
36
$1.77M 0.58%
14,878
+888
37
$1.76M 0.58%
31,556
-479
38
$1.7M 0.56%
16,131
+1,081
39
$1.68M 0.55%
29,584
-924
40
$1.57M 0.52%
12,050
-13,558
41
$1.54M 0.5%
39,854
-515
42
$1.53M 0.5%
11,476
-269
43
$1.52M 0.5%
5,191
+2,520
44
$1.48M 0.49%
18,483
+519
45
$1.47M 0.48%
9,887
+1,598
46
$1.44M 0.47%
5,452
+125
47
$1.42M 0.47%
5,037
+52
48
$1.4M 0.46%
24,587
+2,980
49
$1.38M 0.45%
12,053
-113
50
$1.38M 0.45%
+39,236
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