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
$514M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$3.82M
3
+$3.71M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.06M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.9M

Top Sells

1
+$115M
2
+$1.9M
3
+$1.83M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.67M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.47M

Sector Composition

1 Technology 11.78%
2 Financials 7.25%
3 Healthcare 5.08%
4 Consumer Discretionary 5%
5 Consumer Staples 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$21K ﹤0.01%
322
-4,640
577
$20.9K ﹤0.01%
+330
578
$20.9K ﹤0.01%
1,003
579
$20.9K ﹤0.01%
118
580
$20.6K ﹤0.01%
650
581
$20.4K ﹤0.01%
219
582
$20.3K ﹤0.01%
+100
583
$20.1K ﹤0.01%
215
584
$19.6K ﹤0.01%
388
585
$19.3K ﹤0.01%
336
586
$19.2K ﹤0.01%
+51
587
$19.1K ﹤0.01%
48
588
$19.1K ﹤0.01%
969
+300
589
$18.8K ﹤0.01%
+1,000
590
$18.8K ﹤0.01%
+100
591
$18.8K ﹤0.01%
+81
592
$18.5K ﹤0.01%
+330
593
$18.3K ﹤0.01%
+1,327
594
$18.2K ﹤0.01%
+500
595
$18.2K ﹤0.01%
+568
596
$17.8K ﹤0.01%
+1,665
597
$17.7K ﹤0.01%
+2,254
598
$17.7K ﹤0.01%
180
599
$17K ﹤0.01%
+50
600
$16.5K ﹤0.01%
34
22 23
24
25 26