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
$514M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$3.82M
3
+$3.71M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.06M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.9M

Top Sells

1
+$115M
2
+$1.9M
3
+$1.83M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.67M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.47M

Sector Composition

1 Technology 11.78%
2 Financials 7.25%
3 Healthcare 5.08%
4 Consumer Discretionary 5%
5 Consumer Staples 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$47.9K 0.01%
691
+128
477
$47.8K 0.01%
520
+500
478
$46.8K 0.01%
341
479
$46.7K 0.01%
484
+59
480
$46.6K 0.01%
156
-3,564
481
$46.3K 0.01%
502
482
$45.9K 0.01%
12,350
483
$44.3K 0.01%
+120
484
$43.6K 0.01%
+383
485
$43K 0.01%
6,173
+2,870
486
$43K 0.01%
+5,717
487
$42.1K 0.01%
+300
488
$41.9K 0.01%
425
-220
489
$41.2K 0.01%
1,212
490
$41.2K 0.01%
748
491
$41.1K 0.01%
5,341
492
$41.1K 0.01%
300
-1,028
493
$40.8K 0.01%
84
+51
494
$40.6K 0.01%
286
495
$40.5K 0.01%
127
+25
496
$40.3K 0.01%
1,156
497
$40K 0.01%
525
-775
498
$39.4K 0.01%
+602
499
$39K 0.01%
4,675
-16,781
500
$38.9K 0.01%
791
18 19
20
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