ACA
Atlas Capital Advisors Portfolio holdings
AUM
$819M
1-Year Return
20%
This Quarter Return
+9.17%
1 Year Return
+20%
3 Year Return
+70.15%
5 Year Return
+108.54%
10 Year Return
–
AUM
$595M
AUM Growth
+$45.5M
(+8.3%)
Cap. Flow
-$3.28M
Cap. Flow
% of AUM
-0.55%
Top 10 Holdings %
Top 10 Hldgs %
27.19%
Holding
987
New
72
Increased
140
Reduced
283
Closed
94
Top Buys
| 1 |
Palomar
PLMR
|
+$14.2M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$8.45M |
| 3 |
Vanguard Health Care ETF
VHT
|
+$5.64M |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
+$2.64M |
| 5 |
Arhaus
ARHS
|
+$2.62M |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$9.44M |
| 2 |
Vanguard FTSE Pacific ETF
VPL
|
+$4.12M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$3.8M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$2.77M |
| 5 |
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% |
