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
$300M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.51M
3
+$2.27M
4
MLPA icon
Global X MLP ETF
MLPA
+$1.83M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.62M

Top Sells

1
+$3.77M
2
+$2.49M
3
+$1.85M
4
EWO icon
iShares MSCI Austria ETF
EWO
+$1.71M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.53M

Sector Composition

1 Technology 10.99%
2 Financials 9.7%
3 Healthcare 8.56%
4 Consumer Staples 5.96%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$7.28K ﹤0.01%
+48
477
$6.83K ﹤0.01%
33
478
$6.69K ﹤0.01%
160
-807
479
$6.67K ﹤0.01%
100
480
$6.64K ﹤0.01%
36
481
$6.58K ﹤0.01%
156
-2
482
$6.56K ﹤0.01%
+42
483
$6.54K ﹤0.01%
+353
484
$6.52K ﹤0.01%
140
485
$6.06K ﹤0.01%
285
486
$5.79K ﹤0.01%
+45
487
$5.74K ﹤0.01%
110
-133
488
$5.66K ﹤0.01%
228
489
$5.51K ﹤0.01%
112
490
$5.42K ﹤0.01%
115
491
$5.34K ﹤0.01%
162
-4,754
492
$5.24K ﹤0.01%
450
493
$4.98K ﹤0.01%
116
494
$4.88K ﹤0.01%
83
-10,212
495
$3.98K ﹤0.01%
+238
496
$3.79K ﹤0.01%
121
497
$3.72K ﹤0.01%
204,500
498
$3.51K ﹤0.01%
36
499
$1.71K ﹤0.01%
176
500
$198 ﹤0.01%
8
+2
18 19
20
21 22