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
$644M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$5.94M
3
+$1.25M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.02M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1M

Top Sells

1
+$6.29M
2
+$3.59M
3
+$3.37M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.5M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.31M

Sector Composition

1 Technology 12.93%
2 Healthcare 5.82%
3 Financials 5.51%
4 Consumer Staples 4.22%
5 Consumer Discretionary 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$28.7K ﹤0.01%
210
-255
577
$28.5K ﹤0.01%
1,000
578
$28K ﹤0.01%
979
579
$27.4K ﹤0.01%
327
580
$27.4K ﹤0.01%
131
581
$27.2K ﹤0.01%
689
582
$27.1K ﹤0.01%
983
583
$26.9K ﹤0.01%
165
584
$26.9K ﹤0.01%
700
585
$26.8K ﹤0.01%
+1,051
586
$26.7K ﹤0.01%
708
-1,052
587
$26.5K ﹤0.01%
80
588
$26.5K ﹤0.01%
564
+148
589
$26.4K ﹤0.01%
189
-610
590
$26.3K ﹤0.01%
+281
591
$26.1K ﹤0.01%
575
592
$26.1K ﹤0.01%
+1,000
593
$25.6K ﹤0.01%
+200
594
$25.5K ﹤0.01%
230
595
$24.8K ﹤0.01%
100
-17
596
$24.8K ﹤0.01%
5,000
597
$24.7K ﹤0.01%
150
-106
598
$24.5K ﹤0.01%
106
-119
599
$23.6K ﹤0.01%
321
600
$23K ﹤0.01%
500
22 23
24
25 26