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
$691M
AUM Growth
+$83.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$6.13M
3
+$4.88M
4
VFH icon
Vanguard Financials ETF
VFH
+$2.46M
5
MSFT icon
Microsoft
MSFT
+$1.79M

Top Sells

1
+$6.27M
2
+$4.39M
3
+$3.51M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.59M
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$1.21M

Sector Composition

1 Technology 12.09%
2 Consumer Staples 7.51%
3 Financials 6.26%
4 Healthcare 4.97%
5 Consumer Discretionary 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$51.8K 0.01%
935
527
$51.8K 0.01%
3,280
+1,634
528
$50.3K 0.01%
+6,039
529
$49.9K 0.01%
1,261
+633
530
$49.6K 0.01%
988
-5,126
531
$49.3K 0.01%
2,775
532
$49.2K 0.01%
1,055
533
$48.9K 0.01%
+5,624
534
$47.4K 0.01%
249
535
$47.3K 0.01%
559
536
$47.1K 0.01%
125
537
$46.9K 0.01%
856
-207
538
$46.6K 0.01%
+513
539
$45.2K 0.01%
4,132
540
$45.2K 0.01%
1,537
541
$45.1K 0.01%
1,357
542
$43.8K 0.01%
234
543
$43.5K 0.01%
305
-57
544
$43.5K 0.01%
2,031
545
$43.2K 0.01%
939
546
$42.9K 0.01%
562
547
$42.1K 0.01%
+1,015
548
$42K 0.01%
582
-391
549
$41.4K 0.01%
+2,388
550
$41.1K 0.01%
506
20 21
22
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