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
$304M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.38M
3
+$1.35M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.26M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.23M

Top Sells

1
+$1.77M
2
+$1.25M
3
+$1.14M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.02M
5
WBA
Walgreens Boots Alliance
WBA
+$962K

Sector Composition

1 Technology 8.7%
2 Consumer Staples 8.34%
3 Financials 8.31%
4 Healthcare 7.72%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$33.1K 0.01%
880
+550
477
$32.7K 0.01%
374
+305
478
$32.5K 0.01%
1,227
+209
479
$32K 0.01%
+1,262
480
$31.3K 0.01%
+555
481
$31K 0.01%
+1,000
482
$31K 0.01%
1,374
483
$30.7K 0.01%
1,000
484
$30.6K 0.01%
749
-1,507
485
$30.3K 0.01%
3,438
486
$29.7K 0.01%
1,159
-996
487
$29.6K 0.01%
506
+45
488
$29.6K 0.01%
217
489
$29.5K 0.01%
329
490
$29.5K 0.01%
142
+109
491
$29K 0.01%
566
-1,593
492
$28.6K 0.01%
+2,000
493
$27.9K 0.01%
666
-1,581
494
$27.4K 0.01%
+2,000
495
$26.8K 0.01%
860
-420
496
$26.7K 0.01%
+500
497
$26.5K 0.01%
854
498
$26.4K 0.01%
859
499
$26.2K 0.01%
534
500
$26.1K 0.01%
396
18 19
20
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