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
$671M
AUM Growth
+$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
980
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$5.65M
3
+$3.78M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.36M
5
IPAC icon
iShares Core MSCI Pacific ETF
IPAC
+$3.1M

Top Sells

1
+$5.82M
2
+$5.54M
3
+$5.18M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$3.91M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$3.61M

Sector Composition

1 Technology 12.63%
2 Financials 5.66%
3 Healthcare 4.82%
4 Consumer Staples 4.16%
5 Consumer Discretionary 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$41K 0.01%
957
-22
527
$40.4K 0.01%
718
528
$40.4K 0.01%
1,553
529
$39.3K 0.01%
760
530
$39.2K 0.01%
190
-93
531
$39.2K 0.01%
928
532
$39K 0.01%
411
+152
533
$37.7K 0.01%
1,185
534
$37.7K 0.01%
439
535
$37.5K 0.01%
269
536
$36.9K 0.01%
415
+399
537
$36.5K 0.01%
381
538
$36.5K 0.01%
1,000
539
$35.7K 0.01%
1,500
540
$35.6K 0.01%
300
+20
541
$35.6K 0.01%
1,290
542
$35.6K 0.01%
900
543
$35.5K 0.01%
100
-20
544
$35.4K 0.01%
602
545
$35.4K 0.01%
226
546
$35.2K 0.01%
750
-42
547
$34.9K 0.01%
1,636
548
$34.9K 0.01%
5,000
549
$34.7K 0.01%
427
550
$34.6K 0.01%
190
20 21
22
23 24