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
$549M
AUM Growth
-$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,056
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.38M
3
+$3M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.97M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.69M

Top Sells

1
+$4.16M
2
+$2.52M
3
+$2.41M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.1M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.93M

Sector Composition

1 Technology 10.96%
2 Consumer Staples 8.55%
3 Healthcare 5.93%
4 Financials 4.83%
5 Consumer Discretionary 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$45.4K 0.01%
1,883
527
$45.3K 0.01%
1,858
+600
528
$45.2K 0.01%
2,453
-528
529
$44.7K 0.01%
1,856
530
$44.5K 0.01%
124
+5
531
$44.1K 0.01%
1,000
532
$43.1K 0.01%
1,203
+1,196
533
$42.8K 0.01%
2,223
534
$42K 0.01%
2,669
-13,013
535
$41.7K 0.01%
100
536
$41.5K 0.01%
691
537
$41K 0.01%
935
538
$40.8K 0.01%
275
-2,473
539
$40.5K 0.01%
939
-1,289
540
$40.4K 0.01%
914
-822
541
$40.4K 0.01%
166
542
$40.3K 0.01%
346
543
$40K 0.01%
1,606
-230
544
$39.9K 0.01%
532
+4
545
$39.1K 0.01%
350
-65
546
$38.8K 0.01%
115
547
$38.7K 0.01%
1,360
+425
548
$37.9K 0.01%
4,404
+3,114
549
$37.6K 0.01%
1,279
-10,822
550
$37.4K 0.01%
1,100
20 21
22
23 24