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
$401M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$4.95M
3
+$4.01M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.68M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.62M

Top Sells

1
+$101M
2
+$2.12M
3
+$2.1M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.03M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$966K

Sector Composition

1 Technology 13.84%
2 Financials 7.18%
3 Consumer Staples 6.21%
4 Healthcare 6.11%
5 Communication Services 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.95M 0.73%
13,890
-663
27
$2.78M 0.69%
18,034
+9,464
28
$2.76M 0.69%
+62,102
29
$2.75M 0.69%
14,355
+5,190
30
$2.6M 0.65%
16,472
-336
31
$2.53M 0.63%
47,715
+5,022
32
$2.46M 0.61%
122,541
+56,712
33
$2.45M 0.61%
20,428
-1,088
34
$2.33M 0.58%
9,529
+122
35
$2.28M 0.57%
34,080
+300
36
$2.2M 0.55%
51,564
-6,407
37
$2.19M 0.55%
27,090
+57
38
$2.19M 0.55%
63,219
+24,491
39
$2.09M 0.52%
69,988
-1,520
40
$2.06M 0.51%
15,004
+2,788
41
$2.05M 0.51%
41,126
-928
42
$2.03M 0.51%
34,297
+10,442
43
$1.99M 0.5%
118,258
+2,986
44
$1.92M 0.48%
31,515
-1,858
45
$1.89M 0.47%
36,317
+28,495
46
$1.89M 0.47%
50,174
-1,239
47
$1.88M 0.47%
34,987
-2,632
48
$1.86M 0.46%
29,465
+66
49
$1.84M 0.46%
7,645
50
$1.84M 0.46%
6,094
-484
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2
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