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
$401M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$4.95M
3
+$4.01M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.68M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.62M

Top Sells

1
+$101M
2
+$2.12M
3
+$2.1M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.03M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$966K

Sector Composition

1 Technology 13.84%
2 Financials 7.18%
3 Consumer Staples 6.21%
4 Healthcare 6.11%
5 Communication Services 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$21.3K 0.01%
1,067
502
$21.2K 0.01%
549
-144
503
$21.1K 0.01%
348
504
$21K 0.01%
137
-51
505
$21K 0.01%
96
506
$20.9K 0.01%
430
507
$20.1K 0.01%
168
-38
508
$19.8K ﹤0.01%
5,000
509
$19.6K ﹤0.01%
+490
510
$18.7K ﹤0.01%
+500
511
$18.7K ﹤0.01%
117
512
$18.5K ﹤0.01%
327
-135
513
$17.9K ﹤0.01%
164
514
$17.6K ﹤0.01%
73
-76
515
$17.5K ﹤0.01%
3,108
516
$16.4K ﹤0.01%
244
-556
517
$16.4K ﹤0.01%
168
518
$15.8K ﹤0.01%
281
519
$15.6K ﹤0.01%
2,319
-91,035
520
$15.3K ﹤0.01%
90
521
$15K ﹤0.01%
+1,362
522
$14.7K ﹤0.01%
190
523
$14.2K ﹤0.01%
381
524
$14.2K ﹤0.01%
359
525
$13.6K ﹤0.01%
236
-720
19 20
21
22 23