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
$595M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
987
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$8.45M
3
+$5.64M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.64M
5
ARHS icon
Arhaus
ARHS
+$2.62M

Top Sells

1
+$9.44M
2
+$4.12M
3
+$3.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.77M
5
ACEL icon
Accel Entertainment
ACEL
+$2.29M

Sector Composition

1 Technology 9.89%
2 Consumer Staples 9.24%
3 Healthcare 6.76%
4 Financials 6.55%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.75M 0.97%
39,399
-2,166
27
$5.29M 0.89%
43,598
-1,582
28
$5.14M 0.86%
109,993
+1,873
29
$4.97M 0.83%
36,551
+14,612
30
$4.95M 0.83%
23,845
31
$4.95M 0.83%
52,339
-8,922
32
$4.88M 0.82%
106,461
-42,210
33
$4.79M 0.8%
34,109
-879
34
$4.64M 0.78%
103,449
+23,488
35
$4.49M 0.75%
54,285
+8,801
36
$4.26M 0.72%
143,467
+8,256
37
$4.03M 0.68%
63,063
+34,469
38
$4.02M 0.68%
103,199
-71,010
39
$3.5M 0.59%
41,610
+890
40
$3.24M 0.55%
36,760
-2,157
41
$3.07M 0.52%
7,164
+32
42
$3.06M 0.51%
53,962
-16,591
43
$2.77M 0.46%
17,414
+1,524
44
$2.7M 0.45%
30,440
-500
45
$2.64M 0.44%
5,147
+413
46
$2.62M 0.44%
+268,521
47
$2.56M 0.43%
116,850
+5,583
48
$2.49M 0.42%
49,105
+11,926
49
$2.45M 0.41%
52,565
-13,576
50
$2.44M 0.41%
50,745
-15,309
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