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ACA

Atlas Capital Advisors Portfolio holdings

AUM $875M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$875M
AUM Growth
-$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$1.66M
3
+$1.59M
4
FSTA icon
Fidelity MSCI Consumer Staples Index ETF
FSTA
+$1.4M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$996K

Top Sells

1
+$3.07M
2
+$2.54M
3
+$2.1M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.8M
5
HOOD icon
Robinhood
HOOD
+$1.72M

Sector Composition

1 Technology 10.93%
2 Financials 7.9%
3 Consumer Staples 6.39%
4 Healthcare 5.16%
5 Communication Services 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KEYS icon
526
Keysight
KEYS
$59.9B
$79.6K 0.01%
282
SAP icon
527
SAP
SAP
$193B
$79.3K 0.01%
463
MGA icon
528
Magna International
MGA
$17.8B
$77.8K 0.01%
1,394
+132
NMR icon
529
Nomura Holdings
NMR
$26B
$77.1K 0.01%
9,775
-1,153
SFD
530
Smithfield Foods
SFD
$10.2B
$76.6K 0.01%
+2,737
BABA icon
531
Alibaba
BABA
$266B
$76.4K 0.01%
609
TPR icon
532
Tapestry
TPR
$30.2B
$76.1K 0.01%
539
TIMB icon
533
TIM SA
TIMB
$10.3B
$75.6K 0.01%
2,854
RNG icon
534
RingCentral
RNG
$3.19B
$75.3K 0.01%
2,025
+137
WFC icon
535
Wells Fargo
WFC
$260B
$74.7K 0.01%
938
+792
EDU icon
536
New Oriental
EDU
$7.41B
$74.4K 0.01%
1,313
MLCO icon
537
Melco Resorts & Entertainment
MLCO
$2.1B
$74.2K 0.01%
13,057
-23,203
CM icon
538
Canadian Imperial Bank of Commerce
CM
$104B
$72.5K 0.01%
765
-1,561
WELL icon
539
Welltower
WELL
$151B
$72.4K 0.01%
366
EWT icon
540
iShares MSCI Taiwan ETF
EWT
$10.8B
$71.6K 0.01%
1,009
+5
APD icon
541
Air Products & Chemicals
APD
$62.5B
$71.2K 0.01%
+245
ALLY icon
542
Ally Financial
ALLY
$14B
$70.7K 0.01%
1,801
-9,673
EWW icon
543
iShares MSCI Mexico ETF
EWW
$2B
$69.2K 0.01%
920
UBER icon
544
Uber
UBER
$149B
$69.1K 0.01%
960
-942
IWO icon
545
iShares Russell 2000 Growth ETF
IWO
$14.8B
$69K 0.01%
220
-19
SNPS icon
546
Synopsys
SNPS
$85.9B
$69K 0.01%
174
+105
PCAR icon
547
PACCAR
PCAR
$63.7B
$69K 0.01%
597
GDX icon
548
VanEck Gold Miners ETF
GDX
$26.5B
$68.8K 0.01%
750
-750
APP icon
549
Applovin
APP
$173B
$67.3K 0.01%
169
DAVE icon
550
Dave Inc
DAVE
$3.8B
$66K 0.01%
379
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