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
$333M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$2.12M
3
+$2.1M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.44M
5
DIS icon
Walt Disney
DIS
+$1.43M

Top Sells

1
+$3.12M
2
+$1.36M
3
+$972K
4
GSK icon
GSK
GSK
+$792K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$742K

Sector Composition

1 Technology 9.98%
2 Financials 8.48%
3 Consumer Staples 7.76%
4 Healthcare 6.46%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$13.8K ﹤0.01%
123
527
$13.7K ﹤0.01%
359
528
$13.7K ﹤0.01%
1,486
-12,510
529
$13.5K ﹤0.01%
891
530
$13.3K ﹤0.01%
381
-9
531
$13K ﹤0.01%
541
-10,310
532
$13K ﹤0.01%
210
+95
533
$12.7K ﹤0.01%
502
-760
534
$12.4K ﹤0.01%
263
-8,805
535
$12K ﹤0.01%
404
536
$11.9K ﹤0.01%
+755
537
$11.8K ﹤0.01%
1,310
-2,303
538
$11.6K ﹤0.01%
+209
539
$11.5K ﹤0.01%
50
-443
540
$11.3K ﹤0.01%
+470
541
$11.1K ﹤0.01%
151
542
$10.9K ﹤0.01%
40
543
$10.9K ﹤0.01%
100
544
$10.5K ﹤0.01%
382
545
$10.4K ﹤0.01%
330
546
$10.4K ﹤0.01%
876
547
$9.64K ﹤0.01%
2,000
548
$9.42K ﹤0.01%
859
549
$8.98K ﹤0.01%
631
-5,740
550
$8.89K ﹤0.01%
146
20 21
22
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