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
$691M
AUM Growth
+$83.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$6.13M
3
+$4.88M
4
VFH icon
Vanguard Financials ETF
VFH
+$2.46M
5
MSFT icon
Microsoft
MSFT
+$1.79M

Top Sells

1
+$6.27M
2
+$4.39M
3
+$3.51M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.59M
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$1.21M

Sector Composition

1 Technology 12.09%
2 Consumer Staples 7.51%
3 Financials 6.26%
4 Healthcare 4.97%
5 Consumer Discretionary 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$41K 0.01%
430
-3
552
$39.6K 0.01%
439
553
$39.4K 0.01%
760
554
$39.4K 0.01%
581
555
$38.3K 0.01%
554
556
$38.2K 0.01%
436
-202
557
$37.7K 0.01%
+5,754
558
$37.5K 0.01%
500
559
$37.4K 0.01%
348
560
$37.1K 0.01%
948
+618
561
$36.6K 0.01%
2,282
-220
562
$36.4K 0.01%
40,000
563
$36.3K 0.01%
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564
$35.7K 0.01%
1,512
-28
565
$35.6K 0.01%
1,233
-4,727
566
$35.2K 0.01%
300
567
$35K 0.01%
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$35K 0.01%
3,856
569
$33.7K ﹤0.01%
514
-120
570
$33.3K ﹤0.01%
268
571
$32.8K ﹤0.01%
271
-79
572
$32.5K ﹤0.01%
651
-69
573
$32.4K ﹤0.01%
626
574
$31.7K ﹤0.01%
1,102
-3,076
575
$31.4K ﹤0.01%
1,319
21 22
23
24 25