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
$644M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$5.94M
3
+$1.25M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.02M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1M

Top Sells

1
+$6.29M
2
+$3.59M
3
+$3.37M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.5M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.31M

Sector Composition

1 Technology 12.93%
2 Healthcare 5.82%
3 Financials 5.51%
4 Consumer Staples 4.22%
5 Consumer Discretionary 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$58.3K 0.01%
132
+32
502
$57.1K 0.01%
+710
503
$56.8K 0.01%
180
504
$56.7K 0.01%
3,913
+3,144
505
$56K 0.01%
166
506
$55.9K 0.01%
2,494
+1,494
507
$55.5K 0.01%
500
-37
508
$55.4K 0.01%
502
509
$55K 0.01%
2,750
+750
510
$54.8K 0.01%
2,600
+600
511
$54.4K 0.01%
331
512
$54.4K 0.01%
115
513
$54.3K 0.01%
10,779
+9,671
514
$54.3K 0.01%
346
515
$53.8K 0.01%
+2,600
516
$53.4K 0.01%
647
-190
517
$53.2K 0.01%
5,719
518
$53.1K 0.01%
486
+24
519
$52.4K 0.01%
1,256
520
$51.9K 0.01%
1,553
521
$51.6K 0.01%
691
-240
522
$51.4K 0.01%
880
+162
523
$50.4K 0.01%
430
524
$50.2K 0.01%
660
525
$50.2K 0.01%
935
-8,500
19 20
21
22 23