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
$644M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$5.94M
3
+$1.25M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.02M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1M

Top Sells

1
+$6.29M
2
+$3.59M
3
+$3.37M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.5M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.31M

Sector Composition

1 Technology 12.93%
2 Healthcare 5.82%
3 Financials 5.51%
4 Consumer Staples 4.22%
5 Consumer Discretionary 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.68M 1.04%
45,220
-1,475
27
$6.53M 1.01%
40,060
-860
28
$6.26M 0.97%
155,437
+147,435
29
$5.92M 0.92%
8,482
+9
30
$5.84M 0.91%
83,247
-1,003
31
$5.27M 0.82%
23,780
-340
32
$5.13M 0.8%
201,686
-11,350
33
$5.08M 0.79%
88,128
-1,000
34
$5M 0.78%
35,940
-60
35
$4.51M 0.7%
98,328
-5,007
36
$4.31M 0.67%
30,860
37
$4.26M 0.66%
39,817
+11,713
38
$4.23M 0.66%
22,848
+2,331
39
$3.96M 0.62%
74,189
-1,194
40
$3.95M 0.61%
64,936
-8,527
41
$3.92M 0.61%
56,986
+4,085
42
$3.69M 0.57%
46,599
-45,457
43
$3.58M 0.56%
293,543
44
$3.33M 0.52%
9,344
-1,394
45
$3.28M 0.51%
51,284
46
$3.09M 0.48%
122,148
-2,061
47
$3.08M 0.48%
35,775
-7,201
48
$3.07M 0.48%
7,385
+1,172
49
$2.94M 0.46%
5,102
50
$2.7M 0.42%
108,348
-18,226
1
2
3 4 5