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
$644M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$5.94M
3
+$1.25M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.02M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1M

Top Sells

1
+$6.29M
2
+$3.59M
3
+$3.37M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.5M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.31M

Sector Composition

1 Technology 12.93%
2 Healthcare 5.82%
3 Financials 5.51%
4 Consumer Staples 4.22%
5 Consumer Discretionary 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$49.8K 0.01%
2,664
+528
527
$49.5K 0.01%
415
528
$49K 0.01%
+712
529
$47.5K 0.01%
260
+34
530
$46.8K 0.01%
525
531
$46.7K 0.01%
1,464
532
$46.7K 0.01%
+761
533
$46.1K 0.01%
6,181
534
$45.2K 0.01%
286
535
$44.5K 0.01%
+236
536
$43.8K 0.01%
957
537
$43.4K 0.01%
125
538
$43.2K 0.01%
688
+107
539
$42.6K 0.01%
1,185
540
$42.5K 0.01%
1,349
541
$42.2K 0.01%
439
542
$41.3K 0.01%
95
543
$41.3K 0.01%
928
544
$41.1K 0.01%
596
+158
545
$41K 0.01%
1,290
546
$40.9K 0.01%
1,218
-26
547
$40.6K 0.01%
807
548
$39.8K 0.01%
+1,100
549
$38.7K 0.01%
3,438
+1,184
550
$38.4K 0.01%
+1,196
20 21
22
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