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
$671M
AUM Growth
+$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
980
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$5.65M
3
+$3.78M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.36M
5
IPAC icon
iShares Core MSCI Pacific ETF
IPAC
+$3.1M

Top Sells

1
+$5.82M
2
+$5.54M
3
+$5.18M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$3.91M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$3.61M

Sector Composition

1 Technology 12.63%
2 Financials 5.66%
3 Healthcare 4.82%
4 Consumer Staples 4.16%
5 Consumer Discretionary 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$52.3K 0.01%
5,719
-9,308
502
$52.2K 0.01%
1,500
-505
503
$51.8K 0.01%
2,790
504
$51.8K 0.01%
393
-1,765
505
$51.5K 0.01%
496
+31
506
$51.2K 0.01%
837
+120
507
$51K 0.01%
+2,000
508
$50.7K 0.01%
1,464
-5,828
509
$50.2K 0.01%
115
510
$49.9K 0.01%
807
511
$49K 0.01%
+2,000
512
$48.3K 0.01%
1,284
513
$47.3K 0.01%
174
514
$46.8K 0.01%
1,006
+129
515
$46.7K 0.01%
286
516
$45.4K 0.01%
125
-200
517
$44.5K 0.01%
1,349
518
$44.3K 0.01%
396
+63
519
$44.3K 0.01%
209
520
$44.2K 0.01%
507
521
$44.1K 0.01%
95
522
$43.7K 0.01%
2,136
+840
523
$43.2K 0.01%
333
-370
524
$42.5K 0.01%
1,244
-510
525
$41.2K 0.01%
500
-1,503
19 20
21
22 23