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
$691M
AUM Growth
+$83.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$6.13M
3
+$4.88M
4
VFH icon
Vanguard Financials ETF
VFH
+$2.46M
5
MSFT icon
Microsoft
MSFT
+$1.79M

Top Sells

1
+$6.27M
2
+$4.39M
3
+$3.51M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.59M
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$1.21M

Sector Composition

1 Technology 12.09%
2 Consumer Staples 7.51%
3 Financials 6.26%
4 Healthcare 4.97%
5 Consumer Discretionary 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$62K 0.01%
+4,975
502
$62K 0.01%
914
503
$61.2K 0.01%
+555
504
$59.9K 0.01%
214
-20
505
$59.1K 0.01%
1,559
506
$58.4K 0.01%
10,000
507
$58.4K 0.01%
1,883
508
$58.2K 0.01%
1,000
509
$57.9K 0.01%
1,072
510
$56.9K 0.01%
389
+262
511
$56.6K 0.01%
36
512
$56.4K 0.01%
2,473
+2,066
513
$56.2K 0.01%
603
514
$56.1K 0.01%
1,824
+109
515
$54.5K 0.01%
+2,617
516
$54.4K 0.01%
3,910
517
$54.3K 0.01%
21
518
$54.1K 0.01%
355
+155
519
$53.8K 0.01%
2,880
+2,315
520
$53.7K 0.01%
122
+72
521
$53.6K 0.01%
182
522
$53.2K 0.01%
346
523
$52.7K 0.01%
1,856
524
$52.3K 0.01%
134
525
$52.1K 0.01%
+2,196
19 20
21
22 23