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
$250M
AUM Growth
-$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
625
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.37M
3
+$1.34M
4
VHT icon
Vanguard Health Care ETF
VHT
+$1.33M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$1.3M

Top Sells

1
+$90.9M
2
+$2.08M
3
+$1.39M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.21M
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.17M

Sector Composition

1 Healthcare 11.19%
2 Technology 8.93%
3 Financials 8.92%
4 Consumer Staples 7.16%
5 Consumer Discretionary 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
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