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
$800M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,037
New
Increased
Reduced
Closed

Top Buys

1 +$12.2M
2 +$6.04M
3 +$4.4M
4
FLCH icon
Franklin FTSE China ETF
FLCH
+$3.32M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.4M

Sector Composition

1 Technology 9.5%
2 Financials 9.05%
3 Consumer Staples 8.02%
4 Healthcare 4.9%
5 Communication Services 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TAL icon
601
TAL Education Group
TAL
$7.33B
$28.8K ﹤0.01%
+2,183
YMM icon
602
Full Truck Alliance
YMM
$13.2B
$28.7K ﹤0.01%
+2,246
ROBO icon
603
ROBO Global Robotics & Automation Index ETF
ROBO
$1.2B
$28.6K ﹤0.01%
+556
NOBL icon
604
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.2B
$28.6K ﹤0.01%
280
SYK icon
605
Stryker
SYK
$135B
$28.3K ﹤0.01%
76
VOYA icon
606
Voya Financial
VOYA
$6.99B
$28.3K ﹤0.01%
417
EXPE icon
607
Expedia Group
EXPE
$26.3B
$28.2K ﹤0.01%
+168
ATHM icon
608
Autohome
ATHM
$2.95B
$28K ﹤0.01%
1,009
GTES icon
609
Gates Industrial
GTES
$5.59B
$27.8K ﹤0.01%
1,509
+328
ATAT icon
610
Atour Lifestyle Holdings
ATAT
$5.53B
$26.8K ﹤0.01%
+944
SPMD icon
611
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.3B
$26.3K ﹤0.01%
514
+156
IJR icon
612
iShares Core S&P Small-Cap ETF
IJR
$84.7B
$26K ﹤0.01%
+249
FUTU icon
613
Futu Holdings
FUTU
$26B
$25.7K ﹤0.01%
+251
ALC icon
614
Alcon
ALC
$36.4B
$25.6K ﹤0.01%
270
AMX icon
615
America Movil
AMX
$69.1B
$25.4K ﹤0.01%
1,786
PFGC icon
616
Performance Food Group
PFGC
$15.3B
$24.9K ﹤0.01%
317
-75
EFA icon
617
iShares MSCI EAFE ETF
EFA
$67.7B
$24.4K ﹤0.01%
299
MHK icon
618
Mohawk Industries
MHK
$6.78B
$24.3K ﹤0.01%
213
M icon
619
Macy's
M
$5.37B
$24.3K ﹤0.01%
1,931
FLOT icon
620
iShares Floating Rate Bond ETF
FLOT
$8.97B
$24.2K ﹤0.01%
475
+85
TTE icon
621
TotalEnergies
TTE
$133B
$24.1K ﹤0.01%
373
ARW icon
622
Arrow Electronics
ARW
$5.67B
$23.7K ﹤0.01%
228
-1,309
RCL icon
623
Royal Caribbean
RCL
$70.1B
$23.6K ﹤0.01%
115
CAG icon
624
Conagra Brands
CAG
$8.17B
$23.3K ﹤0.01%
873
CNH
625
CNH Industrial
CNH
$12.9B
$23.3K ﹤0.01%
1,895
+1,362