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
$671M
AUM Growth
+$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
980
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$5.65M
3
+$3.78M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.36M
5
IPAC icon
iShares Core MSCI Pacific ETF
IPAC
+$3.1M

Top Sells

1
+$5.82M
2
+$5.54M
3
+$5.18M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$3.91M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$3.61M

Sector Composition

1 Technology 12.63%
2 Financials 5.66%
3 Healthcare 4.82%
4 Consumer Staples 4.16%
5 Consumer Discretionary 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$34.5K 0.01%
651
552
$34.4K 0.01%
810
-237
553
$34.3K 0.01%
143
-1,541
554
$34K 0.01%
+220
555
$33.3K 0.01%
427
556
$33.2K ﹤0.01%
975
557
$33K ﹤0.01%
581
558
$32.9K ﹤0.01%
50
559
$32.2K ﹤0.01%
230
-115
560
$32.2K ﹤0.01%
185
561
$32.1K ﹤0.01%
131
562
$31.5K ﹤0.01%
541
-1,643
563
$30.7K ﹤0.01%
616
564
$30.6K ﹤0.01%
268
-1
565
$30.6K ﹤0.01%
598
-2,307
566
$30.5K ﹤0.01%
2,254
567
$30.4K ﹤0.01%
+645
568
$30.1K ﹤0.01%
2,000
569
$29.4K ﹤0.01%
979
570
$29.3K ﹤0.01%
1,343
-3,501
571
$28.7K ﹤0.01%
80
572
$28.6K ﹤0.01%
250
573
$28.5K ﹤0.01%
327
574
$28.5K ﹤0.01%
983
575
$28K ﹤0.01%
165
21 22
23
24 25