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
$549M
AUM Growth
-$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,056
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.38M
3
+$3M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.97M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.69M

Top Sells

1
+$4.16M
2
+$2.52M
3
+$2.41M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.1M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.93M

Sector Composition

1 Technology 10.96%
2 Consumer Staples 8.55%
3 Healthcare 5.93%
4 Financials 4.83%
5 Consumer Discretionary 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$54.2K 0.01%
548
502
$53.6K 0.01%
668
503
$53.6K 0.01%
+8,798
504
$53.4K 0.01%
883
505
$53.3K 0.01%
1,738
+1,049
506
$53K 0.01%
+291
507
$52.7K 0.01%
650
508
$52.1K 0.01%
709
-713
509
$51.3K 0.01%
1,197
-1,422
510
$51.1K 0.01%
1,036
511
$50.4K 0.01%
1,170
+87
512
$50.3K 0.01%
895
513
$49.8K 0.01%
129
-100
514
$48.8K 0.01%
5,469
515
$48.8K 0.01%
459
516
$48.3K 0.01%
315
-34
517
$48.2K 0.01%
768
+313
518
$48.1K 0.01%
1,265
-4,607
519
$48.1K 0.01%
166
+2
520
$47.8K 0.01%
1,901
+544
521
$47.7K 0.01%
2,775
522
$47.7K 0.01%
1,103
523
$46.6K 0.01%
1,816
-1,105
524
$46.4K 0.01%
503
-50
525
$45.9K 0.01%
1,559
19 20
21
22 23