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
$514M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$3.82M
3
+$3.71M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.06M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.9M

Top Sells

1
+$115M
2
+$1.9M
3
+$1.83M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.67M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.47M

Sector Composition

1 Technology 11.78%
2 Financials 7.25%
3 Healthcare 5.08%
4 Consumer Discretionary 5%
5 Consumer Staples 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$29.9K 0.01%
417
527
$29.6K 0.01%
197
528
$29.5K 0.01%
900
529
$29.3K 0.01%
96
530
$29.1K 0.01%
213
+159
531
$29K 0.01%
242
-162
532
$28.3K 0.01%
700
-301
533
$28.2K 0.01%
+230
534
$27.5K 0.01%
493
+250
535
$27.3K 0.01%
131
-56
536
$27.1K 0.01%
50
+30
537
$27.1K 0.01%
+700
538
$27K 0.01%
+850
539
$26.8K 0.01%
348
-533
540
$26.6K 0.01%
396
541
$26.6K 0.01%
575
542
$26.3K 0.01%
+300
543
$26.2K 0.01%
264
544
$26.2K 0.01%
+300
545
$26.1K 0.01%
208
+12
546
$25.9K 0.01%
1,000
547
$25.5K 0.01%
+427
548
$25.5K 0.01%
+100
549
$25.1K ﹤0.01%
109
550
$25.1K ﹤0.01%
+1,000
20 21
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