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
$514M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$3.82M
3
+$3.71M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.06M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.9M

Top Sells

1
+$115M
2
+$1.9M
3
+$1.83M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.67M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.47M

Sector Composition

1 Technology 11.78%
2 Financials 7.25%
3 Healthcare 5.08%
4 Consumer Discretionary 5%
5 Consumer Staples 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$12.4K ﹤0.01%
242
+216
627
$12.2K ﹤0.01%
+150
628
$12.1K ﹤0.01%
+65
629
$12K ﹤0.01%
876
630
$12K ﹤0.01%
+70
631
$12K ﹤0.01%
40
632
$11.9K ﹤0.01%
152
633
$11.8K ﹤0.01%
+250
634
$11.8K ﹤0.01%
155
635
$11.6K ﹤0.01%
+130
636
$11.6K ﹤0.01%
+150
637
$11.6K ﹤0.01%
+100
638
$11.4K ﹤0.01%
+130
639
$11.4K ﹤0.01%
+51
640
$11.2K ﹤0.01%
253
641
$11.2K ﹤0.01%
+100
642
$11.2K ﹤0.01%
131
643
$11.1K ﹤0.01%
102
644
$11K ﹤0.01%
+600
645
$11K ﹤0.01%
+200
646
$10.9K ﹤0.01%
+500
647
$10.8K ﹤0.01%
424
648
$10.5K ﹤0.01%
+350
649
$10.4K ﹤0.01%
+31
650
$10.4K ﹤0.01%
+130
24 25
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