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
$595M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
987
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$8.45M
3
+$5.64M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.64M
5
ARHS icon
Arhaus
ARHS
+$2.62M

Top Sells

1
+$9.44M
2
+$4.12M
3
+$3.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.77M
5
ACEL icon
Accel Entertainment
ACEL
+$2.29M

Sector Composition

1 Technology 9.89%
2 Consumer Staples 9.24%
3 Healthcare 6.76%
4 Financials 6.55%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$18.1K ﹤0.01%
2,951
627
$18.1K ﹤0.01%
172
628
$17.9K ﹤0.01%
933
-9,199
629
$17.5K ﹤0.01%
111
-118
630
$17.5K ﹤0.01%
733
-153
631
$17.4K ﹤0.01%
382
632
$16.9K ﹤0.01%
2,067
-13,457
633
$16.6K ﹤0.01%
522
-4,017
634
$16.5K ﹤0.01%
3,623
635
$16.5K ﹤0.01%
413
-96
636
$16.5K ﹤0.01%
140
637
$16.3K ﹤0.01%
526
638
$15.9K ﹤0.01%
500
639
$15.9K ﹤0.01%
308
-206
640
$15.1K ﹤0.01%
195
+155
641
$15K ﹤0.01%
500
642
$14.9K ﹤0.01%
519
643
$14.7K ﹤0.01%
618
+325
644
$14.5K ﹤0.01%
456
645
$14.5K ﹤0.01%
500
646
$14.4K ﹤0.01%
570
647
$14.1K ﹤0.01%
1,224
+1,171
648
$14.1K ﹤0.01%
1,359
649
$14.1K ﹤0.01%
5,000
650
$14K ﹤0.01%
180
24 25
26
27 28