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ACA

Atlas Capital Advisors Portfolio holdings

AUM $875M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$875M
AUM Growth
-$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$1.66M
3
+$1.59M
4
FSTA icon
Fidelity MSCI Consumer Staples Index ETF
FSTA
+$1.4M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$996K

Top Sells

1
+$3.07M
2
+$2.54M
3
+$2.1M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.8M
5
HOOD icon
Robinhood
HOOD
+$1.72M

Sector Composition

1 Technology 10.93%
2 Financials 7.9%
3 Consumer Staples 6.39%
4 Healthcare 5.16%
5 Communication Services 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FNF icon
576
Fidelity National Financial
FNF
$12.8B
$52.1K 0.01%
1,124
ADI icon
577
Analog Devices
ADI
$203B
$51.9K 0.01%
163
NWG icon
578
NatWest
NWG
$66.7B
$51.2K 0.01%
3,439
+241
AEP icon
579
American Electric Power
AEP
$70.6B
$51K 0.01%
389
+62
SHW icon
580
Sherwin-Williams
SHW
$79.5B
$51K 0.01%
+159
ASR icon
581
Grupo Aeroportuario del Sureste
ASR
$9.16B
$50.8K 0.01%
151
SCHQ
582
Schwab Long-Term US Treasury ETF
SCHQ
$751M
$50.5K 0.01%
1,606
AMX icon
583
America Movil
AMX
$80.4B
$50.3K 0.01%
1,974
+188
QFIN icon
584
Qfin Holdings
QFIN
$1.83B
$50.3K 0.01%
3,896
-3,526
GFS icon
585
GlobalFoundries
GFS
$43.8B
$50K 0.01%
1,124
+113
TMDX icon
586
Transmedics
TMDX
$2.62B
$49.7K 0.01%
500
SUB icon
587
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$49.3K 0.01%
+463
JETS icon
588
US Global Jets ETF
JETS
$969M
$49.3K 0.01%
+2,000
VRTX icon
589
Vertex Pharmaceuticals
VRTX
$115B
$49.1K 0.01%
110
ADP icon
590
Automatic Data Processing
ADP
$88.7B
$48K 0.01%
+236
UGP icon
591
Ultrapar
UGP
$5.02B
$47.6K 0.01%
+8,648
XBI icon
592
State Street SPDR S&P Biotech ETF
XBI
$8.28B
$47.4K 0.01%
+371
VIPS icon
593
Vipshop
VIPS
$6.57B
$47.3K 0.01%
3,010
-4,476
SEE
594
DELISTED
Sealed Air
SEE
$47.2K 0.01%
1,123
+106
SUZ icon
595
Suzano
SUZ
$10.4B
$47.2K 0.01%
4,712
+2,371
AMTM
596
Amentum Holdings
AMTM
$5.41B
$47.1K 0.01%
1,805
+143
CXT icon
597
Crane NXT
CXT
$2.47B
$46.8K 0.01%
1,153
+48
PAGS icon
598
PagSeguro Digital
PAGS
$2.51B
$46.7K 0.01%
4,661
MLI icon
599
Mueller Industries
MLI
$15.3B
$46.4K 0.01%
419
COLB icon
600
Columbia Banking Systems
COLB
$8.94B
$46.2K 0.01%
1,683
+143
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