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
$597M
AUM Growth
+$82.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
974
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$5.46M
3
+$4.11M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$3.97M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.13M

Top Sells

1
+$5.05M
2
+$2.49M
3
+$1.18M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.1M
5
MSCI icon
MSCI
MSCI
+$905K

Sector Composition

1 Technology 13.53%
2 Financials 7.05%
3 Healthcare 5.18%
4 Consumer Discretionary 4.3%
5 Consumer Staples 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$67.6K 0.01%
2,005
+1,500
477
$67.3K 0.01%
+1,153
478
$66.7K 0.01%
537
+37
479
$66.6K 0.01%
+788
480
$65.3K 0.01%
950
481
$65.1K 0.01%
465
-129
482
$64K 0.01%
1,513
483
$64K 0.01%
1,883
484
$63.8K 0.01%
1,754
+26
485
$63.6K 0.01%
+3,000
486
$62.2K 0.01%
+1,750
487
$61.7K 0.01%
976
-648
488
$61.7K 0.01%
625
+141
489
$60.4K 0.01%
525
490
$60.2K 0.01%
166
+10
491
$59.9K 0.01%
800
492
$59.1K 0.01%
150
493
$58.8K 0.01%
2,790
494
$58.5K 0.01%
711
-190
495
$55.9K 0.01%
549
+29
496
$54.8K 0.01%
5,717
497
$54.2K 0.01%
180
498
$53.8K 0.01%
3,768
499
$52.5K 0.01%
5,669
+994
500
$52.1K 0.01%
346
+5
18 19
20
21 22