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
$333M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$2.12M
3
+$2.1M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.44M
5
DIS icon
Walt Disney
DIS
+$1.43M

Top Sells

1
+$3.12M
2
+$1.36M
3
+$972K
4
GSK icon
GSK
GSK
+$792K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$742K

Sector Composition

1 Technology 9.98%
2 Financials 8.48%
3 Consumer Staples 7.76%
4 Healthcare 6.46%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$5.39K ﹤0.01%
+22
577
$5.24K ﹤0.01%
187
578
$5.1K ﹤0.01%
249
-688
579
$4.99K ﹤0.01%
407
-2,163
580
$4.69K ﹤0.01%
27
581
$4.58K ﹤0.01%
38
-3,746
582
$4.38K ﹤0.01%
133
583
$4.37K ﹤0.01%
69
-18
584
$4.36K ﹤0.01%
+170
585
$4.12K ﹤0.01%
83
-416
586
$3.91K ﹤0.01%
77
-1,162
587
$3.87K ﹤0.01%
121
588
$3.68K ﹤0.01%
204,500
589
$3.62K ﹤0.01%
20
590
$2.55K ﹤0.01%
38
-2
591
$2.47K ﹤0.01%
+42
592
$2.42K ﹤0.01%
2,000
593
$2.28K ﹤0.01%
64
594
$1.81K ﹤0.01%
+20
595
$1.74K ﹤0.01%
+16
596
$1.71K ﹤0.01%
24
597
$1.23K ﹤0.01%
30
598
$739 ﹤0.01%
176
599
$660 ﹤0.01%
16
600
$495 ﹤0.01%
72
-7,020
22 23
24
25 26