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
$549M
AUM Growth
-$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,056
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.38M
3
+$3M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.97M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.69M

Top Sells

1
+$4.16M
2
+$2.52M
3
+$2.41M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.1M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.93M

Sector Composition

1 Technology 10.96%
2 Consumer Staples 8.55%
3 Healthcare 5.93%
4 Financials 4.83%
5 Consumer Discretionary 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$70.6K 0.01%
390
+100
477
$70.6K 0.01%
519
478
$69.5K 0.01%
480
-115
479
$68.9K 0.01%
3,395
480
$68.2K 0.01%
176
+8
481
$66.4K 0.01%
31
482
$66.3K 0.01%
3,675
483
$65.4K 0.01%
1,405
484
$65K 0.01%
3,925
485
$64.5K 0.01%
804
-235
486
$64.2K 0.01%
3,775
487
$63.5K 0.01%
+180
488
$63.4K 0.01%
441
-150
489
$61.2K 0.01%
1,393
-1,742
490
$61K 0.01%
675
491
$60.8K 0.01%
3,856
492
$60K 0.01%
2,078
+636
493
$59.3K 0.01%
262
+185
494
$57.6K 0.01%
279
-36
495
$57.4K 0.01%
434
496
$56.6K 0.01%
1,200
497
$56.4K 0.01%
405
+17
498
$56.4K 0.01%
+591
499
$56.1K 0.01%
707
+104
500
$55.3K 0.01%
639
+29
18 19
20
21 22