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
$644M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$5.94M
3
+$1.25M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.02M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1M

Top Sells

1
+$6.29M
2
+$3.59M
3
+$3.37M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.5M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.31M

Sector Composition

1 Technology 12.93%
2 Healthcare 5.82%
3 Financials 5.51%
4 Consumer Staples 4.22%
5 Consumer Discretionary 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$81.6K 0.01%
319
+10
477
$79.5K 0.01%
+7,310
478
$78.4K 0.01%
312
-300
479
$75.8K 0.01%
3,120
480
$73.1K 0.01%
1,559
481
$72.7K 0.01%
243
+110
482
$72.6K 0.01%
5,761
-1,388
483
$72.2K 0.01%
1,883
484
$72.1K 0.01%
1,903
-111
485
$71.7K 0.01%
707
486
$68.8K 0.01%
519
+250
487
$68.6K 0.01%
4,871
-5,149
488
$67.5K 0.01%
1,856
489
$67.5K 0.01%
2,632
-1,880
490
$67.1K 0.01%
1,790
491
$67.1K 0.01%
290
-30
492
$66.6K 0.01%
12,582
-5,907
493
$66.3K 0.01%
561
-92
494
$62.7K 0.01%
+1,947
495
$61.4K 0.01%
801
-1,809
496
$61.3K 0.01%
320
+200
497
$60.9K 0.01%
610
498
$59.3K 0.01%
29
-3
499
$58.8K 0.01%
900
500
$58.7K 0.01%
1,099
-62
18 19
20
21 22