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
$401M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Sells

1 +$101M
2 +$2.12M
3 +$2.1M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.03M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$966K

Sector Composition

1 Technology 13.84%
2 Financials 7.18%
3 Consumer Staples 6.21%
4 Healthcare 6.11%
5 Communication Services 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$27.2K 0.01%
2,025
+566
477
$27.2K 0.01%
537
478
$27.1K 0.01%
+5,243
479
$26.8K 0.01%
104
480
$26.1K 0.01%
916
-7,165
481
$25.9K 0.01%
246
482
$25.3K 0.01%
515
+5
483
$25.2K 0.01%
300
484
$24.9K 0.01%
5,568
485
$24.9K 0.01%
68
486
$24.7K 0.01%
+532
487
$24.6K 0.01%
2,000
488
$24.5K 0.01%
+603
489
$23.1K 0.01%
+175
490
$23.1K 0.01%
458
+381
491
$23K 0.01%
+169
492
$23K 0.01%
610
493
$22.8K 0.01%
674
494
$22.2K 0.01%
114
495
$22.2K 0.01%
380
496
$21.7K 0.01%
+2,000
497
$21.7K 0.01%
315
498
$21.7K 0.01%
621
+500
499
$21.5K 0.01%
109
-33
500
$21.4K 0.01%
50