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
$304M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.38M
3
+$1.35M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.26M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.23M

Top Sells

1
+$1.77M
2
+$1.25M
3
+$1.14M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.02M
5
WBA
Walgreens Boots Alliance
WBA
+$962K

Sector Composition

1 Technology 8.7%
2 Consumer Staples 8.34%
3 Financials 8.31%
4 Healthcare 7.72%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$25.5K 0.01%
246
502
$25.5K 0.01%
693
+144
503
$25.1K 0.01%
462
504
$25.1K 0.01%
1,000
505
$24.1K 0.01%
471
506
$24.1K 0.01%
610
507
$23.9K 0.01%
510
+35
508
$23.7K 0.01%
499
-3,897
509
$23.5K 0.01%
937
-6,690
510
$22.2K 0.01%
420
-284
511
$22K 0.01%
5,000
512
$21.9K 0.01%
306
+2
513
$21.8K 0.01%
+2,521
514
$21.4K 0.01%
136
-929
515
$21.3K 0.01%
40
-46
516
$21.3K 0.01%
104
517
$20.9K 0.01%
408
518
$20.8K 0.01%
674
519
$20.4K 0.01%
218
-4,686
520
$20.3K 0.01%
+380
521
$20.3K 0.01%
470
522
$20K 0.01%
164
523
$19.5K 0.01%
1,067
524
$19.5K 0.01%
+315
525
$19.4K 0.01%
510
19 20
21
22 23