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
$549M
AUM Growth
-$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,056
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.38M
3
+$3M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.97M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.69M

Top Sells

1
+$4.16M
2
+$2.52M
3
+$2.41M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.1M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.93M

Sector Composition

1 Technology 10.96%
2 Consumer Staples 8.55%
3 Healthcare 5.93%
4 Financials 4.83%
5 Consumer Discretionary 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$19.5K ﹤0.01%
+1,562
627
$19.5K ﹤0.01%
3,623
-1,800
628
$19.1K ﹤0.01%
336
629
$18.9K ﹤0.01%
120
630
$18.8K ﹤0.01%
1,000
+750
631
$18.6K ﹤0.01%
400
-200
632
$18.3K ﹤0.01%
+397
633
$18.1K ﹤0.01%
745
634
$18K ﹤0.01%
321
635
$17.3K ﹤0.01%
344
636
$17.1K ﹤0.01%
62
637
$17K ﹤0.01%
281
638
$16.8K ﹤0.01%
526
-371
639
$16.7K ﹤0.01%
884
-8
640
$16.7K ﹤0.01%
+2,724
641
$16.4K ﹤0.01%
570
-2
642
$16.4K ﹤0.01%
204,500
643
$16.1K ﹤0.01%
200
-244
644
$16.1K ﹤0.01%
140
645
$16.1K ﹤0.01%
+526
646
$15.9K ﹤0.01%
500
647
$15.5K ﹤0.01%
1,345
-2,174
648
$15.4K ﹤0.01%
186
649
$15.4K ﹤0.01%
76
650
$15.2K ﹤0.01%
+811
24 25
26
27 28