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
$671M
AUM Growth
+$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
980
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$5.65M
3
+$3.78M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.36M
5
IPAC icon
iShares Core MSCI Pacific ETF
IPAC
+$3.1M

Top Sells

1
+$5.82M
2
+$5.54M
3
+$5.18M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$3.91M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$3.61M

Sector Composition

1 Technology 12.63%
2 Financials 5.66%
3 Healthcare 4.82%
4 Consumer Staples 4.16%
5 Consumer Discretionary 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$65.5K 0.01%
711
477
$65.4K 0.01%
1,559
478
$64.8K 0.01%
166
479
$63K 0.01%
180
480
$63K 0.01%
1,765
+1,565
481
$62.9K 0.01%
465
+200
482
$62.8K 0.01%
346
483
$61.8K 0.01%
5,631
484
$61.7K 0.01%
331
485
$61.3K 0.01%
5,578
+3,154
486
$61.2K 0.01%
4,748
487
$60.3K 0.01%
1,883
488
$59.3K 0.01%
511
-140
489
$58.2K 0.01%
225
-447
490
$57.8K 0.01%
6,181
-3,606
491
$55.6K 0.01%
537
492
$55.5K 0.01%
821
-62
493
$55.2K 0.01%
133
494
$54.7K 0.01%
1,750
495
$54.3K 0.01%
610
496
$53.9K 0.01%
810
497
$53.3K 0.01%
502
498
$52.8K 0.01%
1,256
-850
499
$52.5K 0.01%
430
-99
500
$52.5K 0.01%
+5,000
18 19
20
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