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
$401M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$4.95M
3
+$4.01M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.68M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.62M

Top Sells

1
+$101M
2
+$2.12M
3
+$2.1M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.03M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$966K

Sector Composition

1 Technology 13.84%
2 Financials 7.18%
3 Consumer Staples 6.21%
4 Healthcare 6.11%
5 Communication Services 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$13.6K ﹤0.01%
+240
527
$13.5K ﹤0.01%
891
528
$13.4K ﹤0.01%
+257
529
$13.4K ﹤0.01%
210
530
$13.3K ﹤0.01%
263
531
$13.1K ﹤0.01%
+491
532
$13K ﹤0.01%
40
533
$12.4K ﹤0.01%
1,069
-417
534
$12.1K ﹤0.01%
755
535
$12K ﹤0.01%
151
536
$11.3K ﹤0.01%
100
537
$11.3K ﹤0.01%
382
538
$11.2K ﹤0.01%
876
539
$11.1K ﹤0.01%
631
540
$11K ﹤0.01%
1,310
541
$10.9K ﹤0.01%
330
542
$10.3K ﹤0.01%
293
543
$9.46K ﹤0.01%
89
544
$9.4K ﹤0.01%
146
545
$9.24K ﹤0.01%
122
-818
546
$8.96K ﹤0.01%
+23
547
$8.77K ﹤0.01%
300
548
$8.69K ﹤0.01%
210
549
$8.66K ﹤0.01%
23
-93
550
$8.57K ﹤0.01%
424
20 21
22
23 24