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
$691M
AUM Growth
+$83.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$6.13M
3
+$4.88M
4
VFH icon
Vanguard Financials ETF
VFH
+$2.46M
5
MSFT icon
Microsoft
MSFT
+$1.79M

Top Sells

1
+$6.27M
2
+$4.39M
3
+$3.51M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.59M
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$1.21M

Sector Composition

1 Technology 12.09%
2 Consumer Staples 7.51%
3 Financials 6.26%
4 Healthcare 4.97%
5 Consumer Discretionary 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$30.9K ﹤0.01%
125
577
$30.5K ﹤0.01%
351
578
$30.4K ﹤0.01%
417
579
$30.1K ﹤0.01%
585
580
$29.9K ﹤0.01%
158
581
$29.8K ﹤0.01%
598
582
$29.8K ﹤0.01%
2,376
583
$29.1K ﹤0.01%
+1,447
584
$29.1K ﹤0.01%
+25
585
$28.7K ﹤0.01%
776
586
$28.3K ﹤0.01%
967
587
$27.9K ﹤0.01%
+500
588
$27K ﹤0.01%
172
-541
589
$26.7K ﹤0.01%
280
-648
590
$26.6K ﹤0.01%
85
591
$26.6K ﹤0.01%
398
-215
592
$26K ﹤0.01%
509
593
$25.8K ﹤0.01%
1,080
594
$25.7K ﹤0.01%
196
595
$25.5K ﹤0.01%
111
596
$25K ﹤0.01%
797
-180
597
$25K ﹤0.01%
1,000
598
$24.9K ﹤0.01%
385
-3,017
599
$24.9K ﹤0.01%
613
-494
600
$24.8K ﹤0.01%
200
22 23
24
25 26