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
$636M
AUM Growth
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$4.2M
3
+$3.42M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.18M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.99M

Top Sells

1
+$6.45M
2
+$1.94M
3
+$1.72M
4
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$1.61M
5
VDE icon
Vanguard Energy ETF
VDE
+$1.6M

Sector Composition

1 Technology 12.26%
2 Consumer Staples 8.47%
3 Financials 6.88%
4 Healthcare 5.22%
5 Consumer Discretionary 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$42.6K 0.01%
939
527
$41.6K 0.01%
125
528
$40.9K 0.01%
1,464
529
$40.5K 0.01%
3,856
530
$40.5K 0.01%
+1,960
531
$40.1K 0.01%
350
532
$39.7K 0.01%
225
-301
533
$39.5K 0.01%
2,587
534
$39K 0.01%
1,357
535
$39K 0.01%
569
536
$39K 0.01%
60,000
537
$38.8K 0.01%
+349
538
$38.6K 0.01%
121
-163
539
$38.6K 0.01%
234
540
$38.4K 0.01%
433
+3
541
$38.4K 0.01%
350
-47
542
$38.4K 0.01%
1,537
543
$37.8K 0.01%
1,107
544
$37.1K 0.01%
2,376
545
$37K 0.01%
1,529
546
$37K 0.01%
472
-2,661
547
$36.3K 0.01%
928
548
$36.2K 0.01%
1,100
549
$36.1K 0.01%
1,290
550
$35.7K 0.01%
374
20 21
22
23 24