ACA
Atlas Capital Advisors Portfolio holdings
AUM
$819M
1-Year Return
20%
This Quarter Return
+10.33%
1 Year Return
+20%
3 Year Return
+70.15%
5 Year Return
+108.54%
10 Year Return
–
AUM
$691M
AUM Growth
+$83.3M
(+14%)
Cap. Flow
+$27M
Cap. Flow
% of AUM
3.91%
Top 10 Holdings %
Top 10 Hldgs %
27.55%
Holding
952
New
81
Increased
225
Reduced
210
Closed
54
Top Buys
| 1 |
Vanguard Total World Stock ETF
VT
|
$18.9M |
| 2 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$6.13M |
| 3 |
Palomar
PLMR
|
$4.88M |
| 4 |
Vanguard Financials ETF
VFH
|
$2.46M |
| 5 |
Microsoft
MSFT
|
$1.79M |
Top Sells
Sector Composition
| 1 | Technology | 12.09% |
| 2 | Consumer Staples | 7.51% |
| 3 | Financials | 6.26% |
| 4 | Healthcare | 4.97% |
| 5 | Consumer Discretionary | 4.25% |
