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
$333M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$2.12M
3
+$2.1M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.44M
5
DIS icon
Walt Disney
DIS
+$1.43M

Top Sells

1
+$3.12M
2
+$1.36M
3
+$972K
4
GSK icon
GSK
GSK
+$792K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$742K

Sector Composition

1 Technology 9.98%
2 Financials 8.48%
3 Consumer Staples 7.76%
4 Healthcare 6.46%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$28.7K 0.01%
246
477
$27.9K 0.01%
1,000
478
$27.5K 0.01%
641
+170
479
$27.4K 0.01%
217
480
$27.3K 0.01%
693
481
$26.5K 0.01%
+854
482
$26.4K 0.01%
396
483
$26.3K 0.01%
462
484
$25.9K 0.01%
+1,847
485
$25.3K 0.01%
537
-4,767
486
$25.2K 0.01%
455
-3,184
487
$25K 0.01%
188
-193
488
$24.8K 0.01%
470
489
$24.7K 0.01%
+240
490
$24.1K 0.01%
1,000
491
$23.5K 0.01%
510
492
$23.4K 0.01%
+300
493
$23K 0.01%
104
494
$22.7K 0.01%
206
+168
495
$22.4K 0.01%
314
+8
496
$22.3K 0.01%
+96
497
$21.4K 0.01%
2,000
498
$21.1K 0.01%
674
499
$21K 0.01%
346
-3,718
500
$20.9K 0.01%
114
18 19
20
21 22