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
$597M
AUM Growth
+$82.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
974
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$5.46M
3
+$4.11M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$3.97M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.13M

Top Sells

1
+$5.05M
2
+$2.49M
3
+$1.18M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.1M
5
MSCI icon
MSCI
MSCI
+$905K

Sector Composition

1 Technology 13.53%
2 Financials 7.05%
3 Healthcare 5.18%
4 Consumer Discretionary 4.3%
5 Consumer Staples 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$51.6K 0.01%
6,415
+1,074
502
$51.6K 0.01%
610
+6
503
$51.3K 0.01%
3,871
+3,266
504
$51.2K 0.01%
691
505
$50.9K 0.01%
502
506
$50.5K 0.01%
387
+4
507
$48.5K 0.01%
345
+115
508
$48.2K 0.01%
+115
509
$47.8K 0.01%
656
+334
510
$47.5K 0.01%
1,484
+95
511
$47.1K 0.01%
1,263
+1,188
512
$45.4K 0.01%
120
513
$45.3K 0.01%
331
+31
514
$44.5K 0.01%
84
515
$43.2K 0.01%
286
516
$42.5K 0.01%
328
+91
517
$42.4K 0.01%
133
+37
518
$41.7K 0.01%
654
+589
519
$41.3K 0.01%
+386
520
$41.2K 0.01%
1,553
+53
521
$41.2K 0.01%
1,284
+81
522
$40.8K 0.01%
1,185
+16
523
$40.8K 0.01%
616
-1,343
524
$40.8K 0.01%
1,636
525
$40.8K 0.01%
1,349
+550
19 20
21
22 23