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
$691M
AUM Growth
+$83.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$6.13M
3
+$4.88M
4
VFH icon
Vanguard Financials ETF
VFH
+$2.46M
5
MSFT icon
Microsoft
MSFT
+$1.79M

Top Sells

1
+$6.27M
2
+$4.39M
3
+$3.51M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.59M
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$1.21M

Sector Composition

1 Technology 12.09%
2 Consumer Staples 7.51%
3 Financials 6.26%
4 Healthcare 4.97%
5 Consumer Discretionary 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$80K 0.01%
3,856
477
$79.2K 0.01%
1,748
478
$78.9K 0.01%
1,627
479
$78.6K 0.01%
+1,598
480
$78.2K 0.01%
+9,939
481
$77.8K 0.01%
717
482
$77.5K 0.01%
4,075
483
$76.4K 0.01%
385
-21
484
$76.4K 0.01%
150
485
$72.6K 0.01%
+3,353
486
$72K 0.01%
498
487
$71.7K 0.01%
9,247
488
$71.3K 0.01%
4,650
+1,571
489
$70.4K 0.01%
1,358
490
$68.7K 0.01%
5,000
-3,000
491
$68.7K 0.01%
3,716
-46
492
$68.3K 0.01%
285
-19
493
$67K 0.01%
600
-1,000
494
$66.1K 0.01%
3,775
495
$65.9K 0.01%
1,363
+1,228
496
$65.1K 0.01%
2,826
-150
497
$64.2K 0.01%
+675
498
$64.1K 0.01%
1,185
499
$62.4K 0.01%
807
500
$62.3K 0.01%
650
18 19
20
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