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
$514M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$3.82M
3
+$3.71M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.06M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.9M

Top Sells

1
+$115M
2
+$1.9M
3
+$1.83M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.67M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.47M

Sector Composition

1 Technology 11.78%
2 Financials 7.25%
3 Healthcare 5.08%
4 Consumer Discretionary 5%
5 Consumer Staples 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$25K ﹤0.01%
+202
552
$24.9K ﹤0.01%
689
553
$24.4K ﹤0.01%
109
554
$24.3K ﹤0.01%
315
555
$24.3K ﹤0.01%
1,786
556
$24K ﹤0.01%
155
+55
557
$23.5K ﹤0.01%
621
558
$23.3K ﹤0.01%
+165
559
$23.3K ﹤0.01%
485
560
$23.1K ﹤0.01%
1,636
561
$23K ﹤0.01%
455
562
$22.9K ﹤0.01%
153
563
$22.9K ﹤0.01%
5,573
-7,186
564
$22.5K ﹤0.01%
+500
565
$22.5K ﹤0.01%
+799
566
$22.5K ﹤0.01%
2,648
567
$22.4K ﹤0.01%
247
+143
568
$22.1K ﹤0.01%
168
569
$21.8K ﹤0.01%
620
570
$21.8K ﹤0.01%
+470
571
$21.8K ﹤0.01%
646
+580
572
$21.8K ﹤0.01%
+350
573
$21.7K ﹤0.01%
+200
574
$21.7K ﹤0.01%
916
575
$21.1K ﹤0.01%
1,319
21 22
23
24 25