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
$514M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$3.82M
3
+$3.71M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.06M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.9M

Top Sells

1
+$115M
2
+$1.9M
3
+$1.83M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.67M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.47M

Sector Composition

1 Technology 11.78%
2 Financials 7.25%
3 Healthcare 5.08%
4 Consumer Discretionary 5%
5 Consumer Staples 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$38.8K 0.01%
+254
502
$38.7K 0.01%
1,203
503
$37.9K 0.01%
350
-50
504
$37.8K 0.01%
+1,389
505
$37.6K 0.01%
1,169
506
$36.8K 0.01%
492
+63
507
$36.4K 0.01%
+500
508
$36.3K 0.01%
928
509
$35.7K 0.01%
718
-4,210
510
$35.5K 0.01%
+1,500
511
$34.4K 0.01%
+4,076
512
$34.2K 0.01%
+1,826
513
$33.9K 0.01%
448
514
$33.7K 0.01%
3,235
-3,694
515
$33.4K 0.01%
3,768
516
$32.8K 0.01%
+1,231
517
$32.4K 0.01%
8,332
518
$32.1K 0.01%
100
519
$31.1K 0.01%
674
520
$31.1K 0.01%
1,290
-389
521
$31K 0.01%
381
522
$30.9K 0.01%
975
-190
523
$30.8K 0.01%
682
+300
524
$30.1K 0.01%
565
525
$30K 0.01%
237
-318
19 20
21
22 23