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
$595M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
987
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$8.45M
3
+$5.64M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.64M
5
ARHS icon
Arhaus
ARHS
+$2.62M

Top Sells

1
+$9.44M
2
+$4.12M
3
+$3.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.77M
5
ACEL icon
Accel Entertainment
ACEL
+$2.29M

Sector Composition

1 Technology 9.89%
2 Consumer Staples 9.24%
3 Healthcare 6.76%
4 Financials 6.55%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$54.4K 0.01%
1,569
-37
502
$54K 0.01%
1,883
503
$53.2K 0.01%
459
504
$52.3K 0.01%
1,856
505
$52.2K 0.01%
380
-418
506
$51.4K 0.01%
+185
507
$51.3K 0.01%
25,000
508
$51.1K 0.01%
650
509
$49.6K 0.01%
374
-67
510
$48.3K 0.01%
+520
511
$48.2K 0.01%
+478
512
$48.1K 0.01%
4,404
513
$47K 0.01%
832
-5,981
514
$46.9K 0.01%
346
515
$46.8K 0.01%
162
-4
516
$46.7K 0.01%
1,185
517
$45.7K 0.01%
2,775
518
$45.6K 0.01%
+231
519
$45.3K 0.01%
350
520
$45.2K 0.01%
935
521
$45.2K 0.01%
914
522
$44.9K 0.01%
1,279
523
$44.9K 0.01%
691
524
$43.8K 0.01%
397
525
$43.7K 0.01%
6,108
-5,798
19 20
21
22 23