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
$549M
AUM Growth
-$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,056
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.38M
3
+$3M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.97M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.69M

Top Sells

1
+$4.16M
2
+$2.52M
3
+$2.41M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.1M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.93M

Sector Composition

1 Technology 10.96%
2 Consumer Staples 8.55%
3 Healthcare 5.93%
4 Financials 4.83%
5 Consumer Discretionary 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$30.6K 0.01%
+1,227
577
$30.3K 0.01%
2,350
+805
578
$30.2K 0.01%
543
+226
579
$30.1K 0.01%
975
580
$29.8K 0.01%
36
+29
581
$29.6K 0.01%
151
+54
582
$29.5K 0.01%
957
583
$29.5K 0.01%
760
584
$28.9K 0.01%
+900
585
$28.9K 0.01%
1,107
-6,564
586
$28.5K 0.01%
225
+136
587
$28.2K 0.01%
439
588
$28K 0.01%
+559
589
$28K 0.01%
+4,504
590
$27.9K 0.01%
+2,112
591
$27.6K 0.01%
185
592
$27.6K 0.01%
581
593
$27.2K 0.01%
16,000
594
$27K ﹤0.01%
+1,892
595
$26.9K ﹤0.01%
4,766
596
$26.9K ﹤0.01%
4,222
-61,590
597
$26.2K ﹤0.01%
304
+25
598
$26.1K ﹤0.01%
200
599
$25.9K ﹤0.01%
651
600
$25.2K ﹤0.01%
281
+56
22 23
24
25 26