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
$514M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$3.82M
3
+$3.71M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$3.06M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.9M

Top Sells

1
+$115M
2
+$1.9M
3
+$1.83M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.67M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.47M

Sector Composition

1 Technology 11.78%
2 Financials 7.25%
3 Healthcare 5.08%
4 Consumer Discretionary 5%
5 Consumer Staples 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$16.4K ﹤0.01%
+505
602
$16.3K ﹤0.01%
+416
603
$16.2K ﹤0.01%
654
604
$15.7K ﹤0.01%
+500
605
$15.3K ﹤0.01%
204,500
606
$14.8K ﹤0.01%
587
-9,985
607
$14.6K ﹤0.01%
330
608
$14.5K ﹤0.01%
128
609
$14.4K ﹤0.01%
224
-600
610
$14.1K ﹤0.01%
+65
611
$14.1K ﹤0.01%
+1,500
612
$14K ﹤0.01%
+100
613
$13.9K ﹤0.01%
+100
614
$13.5K ﹤0.01%
187
615
$13.5K ﹤0.01%
293
-1,570
616
$13.4K ﹤0.01%
+50
617
$13.4K ﹤0.01%
+207
618
$13.2K ﹤0.01%
126
619
$13.2K ﹤0.01%
+296
620
$13.1K ﹤0.01%
+40
621
$12.9K ﹤0.01%
1,417
622
$12.7K ﹤0.01%
+784
623
$12.6K ﹤0.01%
500
624
$12.5K ﹤0.01%
468
625
$12.5K ﹤0.01%
208
23 24
25
26 27