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
$644M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$5.94M
3
+$1.25M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.02M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1M

Top Sells

1
+$6.29M
2
+$3.59M
3
+$3.37M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.5M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.31M

Sector Composition

1 Technology 12.93%
2 Healthcare 5.82%
3 Financials 5.51%
4 Consumer Staples 4.22%
5 Consumer Discretionary 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$22.8K ﹤0.01%
211
602
$22.7K ﹤0.01%
2,521
603
$22.6K ﹤0.01%
+399
604
$22.5K ﹤0.01%
422
605
$22.1K ﹤0.01%
457
606
$21.6K ﹤0.01%
348
607
$21.4K ﹤0.01%
336
608
$21.1K ﹤0.01%
330
609
$21K ﹤0.01%
224
-187
610
$21K ﹤0.01%
613
611
$21K ﹤0.01%
200
612
$20.7K ﹤0.01%
397
+201
613
$20.7K ﹤0.01%
+498
614
$19.9K ﹤0.01%
168
615
$19.7K ﹤0.01%
62
616
$19.6K ﹤0.01%
+286
617
$19.6K ﹤0.01%
330
618
$19.4K ﹤0.01%
850
619
$19K ﹤0.01%
120
-70
620
$18.9K ﹤0.01%
190
+171
621
$18.7K ﹤0.01%
621
+227
622
$18.6K ﹤0.01%
1,327
623
$18.5K ﹤0.01%
140
624
$18.2K ﹤0.01%
277
-150
625
$18K ﹤0.01%
178
-318
23 24
25
26 27