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
$549M
AUM Growth
-$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,056
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.38M
3
+$3M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.97M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.69M

Top Sells

1
+$4.16M
2
+$2.52M
3
+$2.41M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.1M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.93M

Sector Composition

1 Technology 10.96%
2 Consumer Staples 8.55%
3 Healthcare 5.93%
4 Financials 4.83%
5 Consumer Discretionary 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$24.8K ﹤0.01%
979
602
$24.7K ﹤0.01%
514
-1,531
603
$24.3K ﹤0.01%
495
-1,597
604
$24.2K ﹤0.01%
200
-100
605
$24K ﹤0.01%
598
606
$24K ﹤0.01%
60,000
607
$23.7K ﹤0.01%
708
608
$23.6K ﹤0.01%
685
609
$23.4K ﹤0.01%
1,173
-220
610
$23.1K ﹤0.01%
400
611
$23K ﹤0.01%
733
-487
612
$23K ﹤0.01%
+556
613
$23K ﹤0.01%
134
614
$22.9K ﹤0.01%
2,054
+1,438
615
$22.8K ﹤0.01%
417
616
$22.5K ﹤0.01%
2,312
-14,519
617
$22.4K ﹤0.01%
384
618
$21.8K ﹤0.01%
886
-6,556
619
$21.7K ﹤0.01%
+497
620
$21.4K ﹤0.01%
650
621
$21.2K ﹤0.01%
2,521
622
$20.8K ﹤0.01%
5,000
623
$20.6K ﹤0.01%
+698
624
$20.5K ﹤0.01%
509
-300
625
$20K ﹤0.01%
+800
23 24
25
26 27