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
$636M
AUM Growth
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$4.2M
3
+$3.42M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.18M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.99M

Top Sells

1
+$6.45M
2
+$1.94M
3
+$1.72M
4
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$1.61M
5
VDE icon
Vanguard Energy ETF
VDE
+$1.6M

Sector Composition

1 Technology 12.26%
2 Consumer Staples 8.47%
3 Financials 6.88%
4 Healthcare 5.22%
5 Consumer Discretionary 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$64.4K 0.01%
775
+37
477
$63.8K 0.01%
312
478
$62.9K 0.01%
133
479
$62.1K 0.01%
10,000
480
$61.9K 0.01%
806
-195
481
$61.6K 0.01%
+2,964
482
$61.6K 0.01%
1,559
483
$61K 0.01%
553
-219
484
$60.9K 0.01%
1,883
485
$60.8K 0.01%
2,018
+845
486
$60.6K 0.01%
1,105
-86
487
$60.1K 0.01%
234
+133
488
$58.3K 0.01%
+2,119
489
$58.2K 0.01%
639
490
$57.7K 0.01%
290
491
$57.2K 0.01%
+2,911
492
$57K 0.01%
1,856
493
$55.9K 0.01%
136
-22
494
$55.3K 0.01%
+1,469
495
$55.1K 0.01%
+2,839
496
$54.6K 0.01%
650
497
$54.4K 0.01%
914
498
$53.6K 0.01%
+1,095
499
$53.5K 0.01%
+1,599
500
$53.5K 0.01%
274
18 19
20
21 22