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
$595M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
987
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$8.45M
3
+$5.64M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.64M
5
ARHS icon
Arhaus
ARHS
+$2.62M

Top Sells

1
+$9.44M
2
+$4.12M
3
+$3.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.77M
5
ACEL icon
Accel Entertainment
ACEL
+$2.29M

Sector Composition

1 Technology 9.89%
2 Consumer Staples 9.24%
3 Healthcare 6.76%
4 Financials 6.55%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$30.7K 0.01%
2,350
577
$30.5K 0.01%
36
578
$30.3K 0.01%
175
-100
579
$29.9K 0.01%
600
-436
580
$29.7K 0.01%
+1,529
581
$28.8K ﹤0.01%
439
582
$28.7K ﹤0.01%
417
583
$28.6K ﹤0.01%
+733
584
$28.6K ﹤0.01%
651
585
$28.6K ﹤0.01%
979
586
$28K ﹤0.01%
1,227
587
$27.9K ﹤0.01%
1,625
-16,148
588
$27K ﹤0.01%
708
589
$26.9K ﹤0.01%
598
590
$26.6K ﹤0.01%
685
591
$26.3K ﹤0.01%
283
-220
592
$26.1K ﹤0.01%
158
-27
593
$26K ﹤0.01%
134
594
$25.7K ﹤0.01%
4,766
595
$25.6K ﹤0.01%
417
+136
596
$25.5K ﹤0.01%
400
597
$25.1K ﹤0.01%
1,240
+356
598
$25K ﹤0.01%
525
599
$24.7K ﹤0.01%
497
600
$24.4K ﹤0.01%
200
22 23
24
25 26