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
$333M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$2.12M
3
+$2.1M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.44M
5
DIS icon
Walt Disney
DIS
+$1.43M

Top Sells

1
+$3.12M
2
+$1.36M
3
+$972K
4
GSK icon
GSK
GSK
+$792K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$742K

Sector Composition

1 Technology 9.98%
2 Financials 8.48%
3 Consumer Staples 7.76%
4 Healthcare 6.46%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$8.51K ﹤0.01%
88
-443
552
$8.3K ﹤0.01%
89
553
$8.04K ﹤0.01%
424
554
$8.04K ﹤0.01%
62
555
$7.97K ﹤0.01%
300
556
$7.77K ﹤0.01%
293
-3,107
557
$7.66K ﹤0.01%
648
+198
558
$7.58K ﹤0.01%
198
-14,592
559
$7.5K ﹤0.01%
210
-9,847
560
$7.47K ﹤0.01%
528
-4,777
561
$7.44K ﹤0.01%
100
562
$7.07K ﹤0.01%
152
563
$6.87K ﹤0.01%
83
-1,459
564
$6.79K ﹤0.01%
112
565
$6.47K ﹤0.01%
+31
566
$6.38K ﹤0.01%
41
-923
567
$6.27K ﹤0.01%
95
-484
568
$6.18K ﹤0.01%
113
-442
569
$6.08K ﹤0.01%
100
570
$5.92K ﹤0.01%
104
-586
571
$5.91K ﹤0.01%
65
572
$5.91K ﹤0.01%
106
-314
573
$5.82K ﹤0.01%
+41
574
$5.53K ﹤0.01%
186
-2,278
575
$5.43K ﹤0.01%
194
21 22
23
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