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
$549M
AUM Growth
-$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,056
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.38M
3
+$3M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.97M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.69M

Top Sells

1
+$4.16M
2
+$2.52M
3
+$2.41M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.1M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.93M

Sector Composition

1 Technology 10.96%
2 Consumer Staples 8.55%
3 Healthcare 5.93%
4 Financials 4.83%
5 Consumer Discretionary 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$37.2K 0.01%
2,664
552
$36.7K 0.01%
1,185
553
$36.2K 0.01%
430
554
$35.9K 0.01%
125
555
$34.9K 0.01%
807
556
$34.7K 0.01%
321
+111
557
$34.7K 0.01%
397
-250
558
$34K 0.01%
1,464
559
$33.8K 0.01%
+283
560
$33.8K 0.01%
229
-205
561
$33.7K 0.01%
374
562
$33.6K 0.01%
140
+8
563
$33.5K 0.01%
263
564
$33.2K 0.01%
1,018
-200
565
$33K 0.01%
928
-1,441
566
$32.6K 0.01%
176
567
$32.5K 0.01%
1,290
568
$32.5K 0.01%
+1,112
569
$32.2K 0.01%
1,537
570
$31.6K 0.01%
234
571
$31.4K 0.01%
5,635
-1,941
572
$31.3K 0.01%
569
-155
573
$31.2K 0.01%
525
574
$30.9K 0.01%
+1,046
575
$30.6K 0.01%
2,159
-5,362
21 22
23
24 25