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
$595M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
987
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$8.45M
3
+$5.64M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.64M
5
ARHS icon
Arhaus
ARHS
+$2.62M

Top Sells

1
+$9.44M
2
+$4.12M
3
+$3.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.77M
5
ACEL icon
Accel Entertainment
ACEL
+$2.29M

Sector Composition

1 Technology 9.89%
2 Consumer Staples 9.24%
3 Healthcare 6.76%
4 Financials 6.55%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$24.2K ﹤0.01%
72
+10
602
$24K ﹤0.01%
93
+36
603
$24K ﹤0.01%
86
-80
604
$23.5K ﹤0.01%
+282
605
$23.4K ﹤0.01%
400
606
$22.8K ﹤0.01%
678
-279
607
$22.8K ﹤0.01%
1,450
-1,219
608
$22.7K ﹤0.01%
3,481
-2,154
609
$22.6K ﹤0.01%
200
610
$22.1K ﹤0.01%
775
-1,083
611
$21.6K ﹤0.01%
304
612
$21.3K ﹤0.01%
688
-4,533
613
$21.2K ﹤0.01%
526
+103
614
$21.1K ﹤0.01%
336
615
$21.1K ﹤0.01%
321
616
$20.7K ﹤0.01%
745
617
$20.5K ﹤0.01%
120
618
$20.4K ﹤0.01%
101
+24
619
$20.1K ﹤0.01%
397
620
$19.5K ﹤0.01%
697
-1
621
$19.4K ﹤0.01%
344
622
$19.3K ﹤0.01%
800
623
$19.1K ﹤0.01%
163
-118
624
$18.6K ﹤0.01%
76
625
$18.3K ﹤0.01%
650
23 24
25
26 27