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
$671M
AUM Growth
+$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
980
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$5.65M
3
+$3.78M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.36M
5
IPAC icon
iShares Core MSCI Pacific ETF
IPAC
+$3.1M

Top Sells

1
+$5.82M
2
+$5.54M
3
+$5.18M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$3.91M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$3.61M

Sector Composition

1 Technology 12.63%
2 Financials 5.66%
3 Healthcare 4.82%
4 Consumer Staples 4.16%
5 Consumer Discretionary 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$21.6K ﹤0.01%
544
602
$21.3K ﹤0.01%
58
-900
603
$21.2K ﹤0.01%
2,521
-4,923
604
$21K ﹤0.01%
361
605
$20.9K ﹤0.01%
416
606
$20.8K ﹤0.01%
336
607
$20.4K ﹤0.01%
93
+58
608
$19.7K ﹤0.01%
167
+45
609
$19.6K ﹤0.01%
422
+180
610
$19.5K ﹤0.01%
500
-242
611
$19.5K ﹤0.01%
652
-35
612
$19.2K ﹤0.01%
348
-700
613
$19.1K ﹤0.01%
587
614
$18.9K ﹤0.01%
46
-573
615
$18.8K ﹤0.01%
1,665
616
$18.8K ﹤0.01%
90
617
$18.6K ﹤0.01%
1,000
618
$18.5K ﹤0.01%
613
619
$18.3K ﹤0.01%
1,327
620
$18.1K ﹤0.01%
950
621
$18.1K ﹤0.01%
74
622
$17.9K ﹤0.01%
568
623
$17.4K ﹤0.01%
467
624
$17.1K ﹤0.01%
330
625
$17K ﹤0.01%
162
+30
23 24
25
26 27