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
$671M
AUM Growth
+$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
980
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$5.65M
3
+$3.78M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.36M
5
IPAC icon
iShares Core MSCI Pacific ETF
IPAC
+$3.1M

Top Sells

1
+$5.82M
2
+$5.54M
3
+$5.18M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$3.91M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$3.61M

Sector Composition

1 Technology 12.63%
2 Financials 5.66%
3 Healthcare 4.82%
4 Consumer Staples 4.16%
5 Consumer Discretionary 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$27.2K ﹤0.01%
700
577
$27.2K ﹤0.01%
397
578
$27.2K ﹤0.01%
575
-1,659
579
$26.6K ﹤0.01%
916
580
$26.3K ﹤0.01%
171
-480
581
$26.2K ﹤0.01%
365
-241
582
$26K ﹤0.01%
127
583
$25.4K ﹤0.01%
689
-144
584
$25.4K ﹤0.01%
72
585
$25.3K ﹤0.01%
321
-337
586
$24.9K ﹤0.01%
117
587
$24.9K ﹤0.01%
62
588
$24.2K ﹤0.01%
211
-185
589
$24.2K ﹤0.01%
120
590
$23.9K ﹤0.01%
4,399
591
$23.7K ﹤0.01%
457
-29
592
$23.6K ﹤0.01%
330
593
$23.6K ﹤0.01%
438
-5,967
594
$23.5K ﹤0.01%
850
595
$23.2K ﹤0.01%
61
596
$22.9K ﹤0.01%
168
597
$22.8K ﹤0.01%
318
+1
598
$22.5K ﹤0.01%
35
-87
599
$21.9K ﹤0.01%
1,003
600
$21.7K ﹤0.01%
200
22 23
24
25 26