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
$691M
AUM Growth
+$83.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$6.13M
3
+$4.88M
4
VFH icon
Vanguard Financials ETF
VFH
+$2.46M
5
MSFT icon
Microsoft
MSFT
+$1.79M

Top Sells

1
+$6.27M
2
+$4.39M
3
+$3.51M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.59M
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$1.21M

Sector Composition

1 Technology 12.09%
2 Consumer Staples 7.51%
3 Financials 6.26%
4 Healthcare 4.97%
5 Consumer Discretionary 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$24.7K ﹤0.01%
456
-110
602
$23.9K ﹤0.01%
182
603
$23.3K ﹤0.01%
587
604
$23K ﹤0.01%
3,504
605
$22.8K ﹤0.01%
76
606
$22.5K ﹤0.01%
299
607
$22.3K ﹤0.01%
5,000
608
$21.8K ﹤0.01%
+430
609
$21.3K ﹤0.01%
650
610
$21.3K ﹤0.01%
372
+109
611
$20.8K ﹤0.01%
478
612
$20.5K ﹤0.01%
2,422
613
$20.4K ﹤0.01%
1,474
-299
614
$20.3K ﹤0.01%
1,200
-14,231
615
$19.9K ﹤0.01%
382
616
$19.9K ﹤0.01%
670
-12,088
617
$19.6K ﹤0.01%
678
618
$19.5K ﹤0.01%
54
+48
619
$19.2K ﹤0.01%
245
620
$19.1K ﹤0.01%
120
621
$18.9K ﹤0.01%
300
622
$18.8K ﹤0.01%
190
-149
623
$18.7K ﹤0.01%
304
624
$18.3K ﹤0.01%
1,438
625
$18.1K ﹤0.01%
665
23 24
25
26 27