ACA
Atlas Capital Advisors Portfolio holdings
AUM $819M
1-Year Return
20%
This Quarter Return
+10.19%
1 Year Return
+20%
3 Year Return
+70.15%
5 Year Return
+108.54%
10 Year Return
–
AUM
$819M
AUM Growth
+$18.2M
(+2.3%)
Cap. Flow
-$50.2M
Cap. Flow
% of AUM
-6.13%
Top 10 Holdings %
Top 10 Hldgs %
25.1%
Holding
1,017
New
36
Increased
116
Reduced
376
Closed
95
Top Buys
Top Sells
| 1 |
Vanguard Mid-Cap Value ETF
VOE
|
+$4.27M |
| 2 |
Vanguard Small-Cap Value ETF
VBR
|
+$3.96M |
| 3 |
Vanguard Health Care ETF
VHT
|
+$3.46M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$3.43M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
+$3.15M |
Sector Composition
| 1 | Technology | 10.77% |
| 2 | Financials | 8.99% |
| 3 | Consumer Staples | 7.23% |
| 4 | Healthcare | 4.02% |
| 5 | Communication Services | 3.9% |
