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
$644M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$5.94M
3
+$1.25M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.02M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1M

Top Sells

1
+$6.29M
2
+$3.59M
3
+$3.37M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.5M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.31M

Sector Composition

1 Technology 12.93%
2 Healthcare 5.82%
3 Financials 5.51%
4 Consumer Staples 4.22%
5 Consumer Discretionary 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$17.9K ﹤0.01%
361
627
$17.8K ﹤0.01%
154
-4,202
628
$17.5K ﹤0.01%
90
629
$17.5K ﹤0.01%
51
-7
630
$17.4K ﹤0.01%
152
631
$17.3K ﹤0.01%
1,500
632
$16.6K ﹤0.01%
1,221
-14,100
633
$15.8K ﹤0.01%
950
634
$15.3K ﹤0.01%
300
-14,436
635
$15.3K ﹤0.01%
208
636
$15.1K ﹤0.01%
224
637
$15K ﹤0.01%
30
638
$14.9K ﹤0.01%
360
-292
639
$14.8K ﹤0.01%
10
640
$14.7K ﹤0.01%
155
641
$14.7K ﹤0.01%
126
642
$14.7K ﹤0.01%
811
643
$14.4K ﹤0.01%
400
644
$14.1K ﹤0.01%
482
645
$14K ﹤0.01%
74
646
$13.5K ﹤0.01%
107
647
$13.4K ﹤0.01%
385
648
$13.1K ﹤0.01%
100
649
$13.1K ﹤0.01%
100
650
$13.1K ﹤0.01%
30
-20
24 25
26
27 28