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
$624M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
994
New
Increased
Reduced
Closed

Top Buys

1
+$7.56M
2
+$5.77M
3
+$5.75M
4
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$4.52M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$4.52M

Top Sells

1
+$22.9M
2
+$4.79M
3
+$3.3M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$2.2M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.81M

Sector Composition

1 Technology 12.27%
2 Financials 6.47%
3 Healthcare 5.02%
4 Consumer Staples 3.96%
5 Consumer Discretionary 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$63.9K 0.01%
913
477
$61.9K 0.01%
1,784
478
$61.3K 0.01%
711
479
$59.8K 0.01%
1,559
480
$59.4K 0.01%
1,754
481
$59.3K 0.01%
2,790
482
$58.9K 0.01%
166
483
$58.9K 0.01%
1,750
484
$58.2K 0.01%
5,631
+2,983
485
$57.5K 0.01%
5,717
486
$55.8K 0.01%
+529
487
$55.5K 0.01%
1,883
488
$55.1K 0.01%
1,048
489
$54.4K 0.01%
180
490
$54.2K 0.01%
2,374
-2,712
491
$53.8K 0.01%
346
492
$53K 0.01%
883
-1,612
493
$51.5K 0.01%
+9,474
494
$51.3K 0.01%
658
+606
495
$51.3K 0.01%
119
+71
496
$50.9K 0.01%
8,590
+1,792
497
$50.6K 0.01%
691
498
$50.5K 0.01%
465
+79
499
$50.3K 0.01%
979
-491
500
$50.1K 0.01%
331
18 19
20
21 22