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
$597M
AUM Growth
+$82.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
974
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$5.46M
3
+$4.11M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$3.97M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.13M

Top Sells

1
+$5.05M
2
+$2.49M
3
+$1.18M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.1M
5
MSCI icon
MSCI
MSCI
+$905K

Sector Composition

1 Technology 13.53%
2 Financials 7.05%
3 Healthcare 5.18%
4 Consumer Discretionary 4.3%
5 Consumer Staples 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$34.4K 0.01%
1,475
-710
552
$34.2K 0.01%
148
+39
553
$33.8K 0.01%
226
+29
554
$33.8K 0.01%
+2,000
555
$33.7K 0.01%
535
+42
556
$32.4K 0.01%
2,648
557
$32.2K 0.01%
1,665
558
$32.1K 0.01%
700
559
$31.9K 0.01%
263
+50
560
$31.8K 0.01%
+4,399
561
$31.6K 0.01%
1,290
562
$31.5K 0.01%
975
563
$31K 0.01%
250
+8
564
$30.9K 0.01%
268
-270
565
$30.6K 0.01%
50
566
$30.3K 0.01%
968
-263
567
$30.2K 0.01%
209
+7
568
$30.1K 0.01%
+429
569
$29.9K 0.01%
814
-831
570
$29.9K 0.01%
1,746
+427
571
$29.7K 0.01%
427
+220
572
$29.7K 0.01%
742
+242
573
$29.6K 0.01%
327
+27
574
$29.6K 0.01%
269
+5
575
$29.4K ﹤0.01%
267
+206
21 22
23
24 25