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
$595M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
987
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$8.45M
3
+$5.64M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.64M
5
ARHS icon
Arhaus
ARHS
+$2.62M

Top Sells

1
+$9.44M
2
+$4.12M
3
+$3.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.77M
5
ACEL icon
Accel Entertainment
ACEL
+$2.29M

Sector Composition

1 Technology 9.89%
2 Consumer Staples 9.24%
3 Healthcare 6.76%
4 Financials 6.55%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$37.3K 0.01%
3,681
-4,561
552
$37.1K 0.01%
1,537
553
$37K 0.01%
2,664
554
$36.7K 0.01%
581
555
$36.7K 0.01%
1,357
-544
556
$36.6K 0.01%
1,560
-1,560
557
$35.5K 0.01%
1,100
558
$35.4K 0.01%
283
559
$35.4K 0.01%
1,290
560
$35.2K 0.01%
374
561
$34.6K 0.01%
234
562
$34.6K 0.01%
559
563
$34.5K 0.01%
+4,573
564
$34.5K 0.01%
1,107
565
$34.4K 0.01%
2,521
566
$34K 0.01%
928
567
$33.7K 0.01%
1,112
568
$33.4K 0.01%
1,575
-878
569
$33.3K 0.01%
975
570
$33K 0.01%
6,319
-10,791
571
$31.6K 0.01%
760
572
$31.2K 0.01%
+2,376
573
$31.1K 0.01%
1,892
574
$31K 0.01%
1,753
-12,527
575
$30.8K 0.01%
1,173
21 22
23
24 25