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
$401M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$4.95M
3
+$4.01M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.68M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.62M

Top Sells

1
+$101M
2
+$2.12M
3
+$2.1M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.03M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$966K

Sector Composition

1 Technology 13.84%
2 Financials 7.18%
3 Consumer Staples 6.21%
4 Healthcare 6.11%
5 Communication Services 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$8.55K ﹤0.01%
62
552
$8.29K ﹤0.01%
648
553
$7.78K ﹤0.01%
127
-199
554
$7.74K ﹤0.01%
198
555
$7.66K ﹤0.01%
69
-186
556
$7.42K ﹤0.01%
+104
557
$7.14K ﹤0.01%
100
558
$7.06K ﹤0.01%
83
559
$6.69K ﹤0.01%
65
560
$6.66K ﹤0.01%
100
561
$6.5K ﹤0.01%
187
562
$6.26K ﹤0.01%
+45
563
$5.71K ﹤0.01%
157
-288
564
$5.64K ﹤0.01%
477
-4,193
565
$5.58K ﹤0.01%
20
566
$5.09K ﹤0.01%
27
567
$4.82K ﹤0.01%
69
568
$4.67K ﹤0.01%
170
569
$4.56K ﹤0.01%
+25
570
$4.12K ﹤0.01%
294
-234
571
$4.07K ﹤0.01%
204,500
572
$3.6K ﹤0.01%
114
-290
573
$3.18K ﹤0.01%
133
574
$2.78K ﹤0.01%
2,000
575
$2.75K ﹤0.01%
38
21 22
23
24 25