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
$644M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$5.94M
3
+$1.25M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.02M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1M

Top Sells

1
+$6.29M
2
+$3.59M
3
+$3.37M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.5M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.31M

Sector Composition

1 Technology 12.93%
2 Healthcare 5.82%
3 Financials 5.51%
4 Consumer Staples 4.22%
5 Consumer Discretionary 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$38K 0.01%
1,221
+634
552
$37.3K 0.01%
760
553
$37.2K 0.01%
+600
554
$36.9K 0.01%
598
555
$36.9K 0.01%
500
556
$36.1K 0.01%
149
-25
557
$35.9K 0.01%
810
558
$34.7K 0.01%
484
+119
559
$34.7K 0.01%
651
560
$34.4K 0.01%
1,636
561
$34.3K 0.01%
602
562
$33.3K 0.01%
+688
563
$33.2K 0.01%
307
+172
564
$33.1K 0.01%
975
565
$32.6K 0.01%
300
566
$32.6K 0.01%
900
567
$32.4K 0.01%
166
-43
568
$31.9K 0.01%
100
-302
569
$31.5K ﹤0.01%
185
570
$30.6K ﹤0.01%
171
+44
571
$30.6K ﹤0.01%
+400
572
$29.9K ﹤0.01%
1,343
573
$28.9K ﹤0.01%
341
+336
574
$28.8K ﹤0.01%
397
575
$28.7K ﹤0.01%
129
-217
21 22
23
24 25