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
$336M
AUM Growth
-$65.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
746
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$6.11M
3
+$4.67M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.93M
5
VHT icon
Vanguard Health Care ETF
VHT
+$2.89M

Top Sells

1
+$3.73M
2
+$2.81M
3
+$2.8M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$2.48M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.48M

Sector Composition

1 Technology 14.49%
2 Healthcare 7.49%
3 Consumer Staples 6.58%
4 Financials 5.23%
5 Communication Services 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$24.8K 0.01%
5,000
477
$24.2K 0.01%
104
478
$24.2K 0.01%
560
-600
479
$23.9K 0.01%
745
-420
480
$23.2K 0.01%
+166
481
$23.1K 0.01%
352
-2,923
482
$23.1K 0.01%
124
-1,201
483
$23.1K 0.01%
973
-9,414
484
$23K 0.01%
160
-50
485
$22.9K 0.01%
+1,000
486
$22.1K 0.01%
+128
487
$22K 0.01%
1,212
+721
488
$21.2K 0.01%
+774
489
$20.8K 0.01%
729
-7,269
490
$20.2K 0.01%
2,085
-15,309
491
$20.1K 0.01%
367
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$19.8K 0.01%
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493
$19.6K 0.01%
+791
494
$19.4K 0.01%
641
495
$19.4K 0.01%
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496
$19.2K 0.01%
315
497
$19.2K 0.01%
317
498
$19.1K 0.01%
2,000
499
$19K 0.01%
+618
500
$18.6K 0.01%
246
18 19
20
21 22