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
$636M
AUM Growth
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$4.2M
3
+$3.42M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.18M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.99M

Top Sells

1
+$6.45M
2
+$1.94M
3
+$1.72M
4
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$1.61M
5
VDE icon
Vanguard Energy ETF
VDE
+$1.6M

Sector Composition

1 Technology 12.26%
2 Consumer Staples 8.47%
3 Financials 6.88%
4 Healthcare 5.22%
5 Consumer Discretionary 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$53.1K 0.01%
850
-3,802
502
$52.7K 0.01%
+591
503
$52.6K 0.01%
346
504
$51.6K 0.01%
21
-6
505
$51.3K 0.01%
+228
506
$50.9K 0.01%
832
507
$50.7K 0.01%
+1,313
508
$50.2K 0.01%
1,185
509
$50K 0.01%
559
510
$49.7K 0.01%
1,436
-4,530
511
$48.5K 0.01%
+1,000
512
$48.3K 0.01%
213
-145
513
$47.8K 0.01%
+500
514
$47.7K 0.01%
2,775
515
$47.5K 0.01%
36
516
$47K 0.01%
807
517
$46.9K 0.01%
641
+26
518
$46.8K 0.01%
935
519
$45.5K 0.01%
1,279
520
$45.3K 0.01%
148
+62
521
$44.9K 0.01%
+2,724
522
$44.4K 0.01%
3,079
-2,090
523
$44.3K 0.01%
+350
524
$44.2K 0.01%
+880
525
$43.4K 0.01%
2,664
19 20
21
22 23