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
$333M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$2.12M
3
+$2.1M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.44M
5
DIS icon
Walt Disney
DIS
+$1.43M

Top Sells

1
+$3.12M
2
+$1.36M
3
+$972K
4
GSK icon
GSK
GSK
+$792K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$742K

Sector Composition

1 Technology 9.98%
2 Financials 8.48%
3 Consumer Staples 7.76%
4 Healthcare 6.46%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1M 0.63%
+22,967
27
$2.07M 0.62%
71,508
+4,336
28
$2.06M 0.62%
36,582
+2,378
29
$2.06M 0.62%
33,780
-400
30
$2.03M 0.61%
9,407
+196
31
$2.02M 0.61%
27,033
+1,970
32
$1.99M 0.6%
42,054
+1,932
33
$1.93M 0.58%
82,946
+8,119
34
$1.84M 0.55%
115,272
+36,890
35
$1.82M 0.55%
21,030
+12,566
36
$1.81M 0.54%
32,208
+652
37
$1.76M 0.53%
51,413
+42,044
38
$1.75M 0.53%
11,184
+1,297
39
$1.7M 0.51%
29,399
-185
40
$1.69M 0.51%
16,534
+403
41
$1.67M 0.5%
33,373
+6,884
42
$1.65M 0.49%
23,519
+7,694
43
$1.61M 0.48%
37,619
+6,644
44
$1.58M 0.48%
4,216
+2,931
45
$1.58M 0.47%
6,578
+1,541
46
$1.58M 0.47%
12,193
+140
47
$1.57M 0.47%
12,216
+166
48
$1.57M 0.47%
5,452
49
$1.55M 0.47%
6,347
+1,948
50
$1.54M 0.46%
25,200
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