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
$304M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1 +$1.52M
2 +$1.38M
3 +$1.35M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.26M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.23M

Top Sells

1 +$1.77M
2 +$1.25M
3 +$1.14M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.02M
5
WBA
Walgreens Boots Alliance
WBA
+$962K

Sector Composition

1 Technology 8.7%
2 Consumer Staples 8.34%
3 Financials 8.31%
4 Healthcare 7.72%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$19.4K 0.01%
+50
527
$18.4K 0.01%
430
528
$18K 0.01%
68
-712
529
$17.4K 0.01%
114
530
$16.4K 0.01%
+281
531
$16.1K 0.01%
117
532
$14.9K ﹤0.01%
90
533
$14.9K ﹤0.01%
891
534
$14.6K ﹤0.01%
1,234
535
$14K ﹤0.01%
39
-246
536
$14K ﹤0.01%
+359
537
$13.8K ﹤0.01%
+368
538
$13.7K ﹤0.01%
+390
539
$13.6K ﹤0.01%
604
540
$13.6K ﹤0.01%
466
541
$13.5K ﹤0.01%
+123
542
$13.4K ﹤0.01%
168
543
$13.4K ﹤0.01%
+59
544
$13.2K ﹤0.01%
5,568
545
$12.6K ﹤0.01%
500
546
$12.4K ﹤0.01%
500
547
$12.4K ﹤0.01%
100
548
$12.3K ﹤0.01%
+404
549
$11.8K ﹤0.01%
+157
550
$11.1K ﹤0.01%
+151