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
$671M
AUM Growth
+$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
980
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$5.65M
3
+$3.78M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.36M
5
IPAC icon
iShares Core MSCI Pacific ETF
IPAC
+$3.1M

Top Sells

1
+$5.82M
2
+$5.54M
3
+$5.18M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$3.91M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$3.61M

Sector Composition

1 Technology 12.63%
2 Financials 5.66%
3 Healthcare 4.82%
4 Consumer Staples 4.16%
5 Consumer Discretionary 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$17K ﹤0.01%
152
627
$16.8K ﹤0.01%
811
628
$16.7K ﹤0.01%
140
629
$16.2K ﹤0.01%
969
630
$16.1K ﹤0.01%
96
631
$16K ﹤0.01%
148
632
$15.8K ﹤0.01%
30
-4
633
$15.8K ﹤0.01%
390
634
$15.5K ﹤0.01%
187
635
$15.5K ﹤0.01%
224
636
$15.2K ﹤0.01%
1,500
637
$15.1K ﹤0.01%
126
638
$15.1K ﹤0.01%
100
639
$15K ﹤0.01%
208
640
$15K ﹤0.01%
107
641
$14.4K ﹤0.01%
600
642
$14.4K ﹤0.01%
123
643
$13.9K ﹤0.01%
100
644
$13.7K ﹤0.01%
38
645
$13.4K ﹤0.01%
500
-751
646
$13.3K ﹤0.01%
482
647
$13.2K ﹤0.01%
155
648
$13.1K ﹤0.01%
253
649
$13K ﹤0.01%
79
-29
650
$13K ﹤0.01%
140
24 25
26
27 28