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
$595M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
987
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$8.45M
3
+$5.64M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.64M
5
ARHS icon
Arhaus
ARHS
+$2.62M

Top Sells

1
+$9.44M
2
+$4.12M
3
+$3.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.77M
5
ACEL icon
Accel Entertainment
ACEL
+$2.29M

Sector Composition

1 Technology 9.89%
2 Consumer Staples 9.24%
3 Healthcare 6.76%
4 Financials 6.55%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$43.4K 0.01%
715
-3,535
527
$43.3K 0.01%
+484
528
$42.4K 0.01%
182
+31
529
$42.4K 0.01%
+10,000
530
$42.2K 0.01%
807
531
$41.8K 0.01%
2,031
-192
532
$41.5K 0.01%
2,587
+533
533
$41.5K 0.01%
1,163
-40
534
$41.4K 0.01%
125
535
$41.4K 0.01%
4,504
536
$41.3K 0.01%
1,485
-7,370
537
$40.7K 0.01%
9,265
+7,500
538
$40.6K 0.01%
615
+351
539
$40.5K 0.01%
569
540
$40.1K 0.01%
+171
541
$39.9K 0.01%
1,928
-9,609
542
$39.5K 0.01%
4,298
+1,986
543
$39.4K 0.01%
274
+49
544
$39.4K 0.01%
1,018
545
$39.4K 0.01%
1,464
546
$38.1K 0.01%
200
547
$37.7K 0.01%
939
548
$37.7K 0.01%
+1,314
549
$37.6K 0.01%
3,856
550
$37.5K 0.01%
430
20 21
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