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
$595M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
987
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$8.45M
3
+$5.64M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.64M
5
ARHS icon
Arhaus
ARHS
+$2.62M

Top Sells

1
+$9.44M
2
+$4.12M
3
+$3.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.77M
5
ACEL icon
Accel Entertainment
ACEL
+$2.29M

Sector Composition

1 Technology 9.89%
2 Consumer Staples 9.24%
3 Healthcare 6.76%
4 Financials 6.55%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$65.7K 0.01%
2,673
-83
477
$64.7K 0.01%
133
+4
478
$64.1K 0.01%
3,675
479
$63.3K 0.01%
+1,901
480
$63.1K 0.01%
1,200
481
$62.6K 0.01%
262
482
$62.3K 0.01%
866
-29
483
$61.6K 0.01%
668
484
$61.5K 0.01%
3,925
485
$61.3K 0.01%
3,775
486
$60.9K 0.01%
738
-66
487
$60.7K 0.01%
158
+34
488
$60.7K 0.01%
639
489
$60K 0.01%
1,191
-202
490
$59.5K 0.01%
2,626
-12,621
491
$59.4K 0.01%
290
-100
492
$59.2K 0.01%
885
-4,049
493
$59.1K 0.01%
315
494
$57.8K 0.01%
1,091
-106
495
$56.2K 0.01%
1,065
-38
496
$56.2K 0.01%
526
-22
497
$55.9K 0.01%
418
-16
498
$55.7K 0.01%
1,528
+168
499
$55.6K 0.01%
1,559
500
$55.3K 0.01%
1,143
-27
18 19
20
21 22