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
$691M
AUM Growth
+$83.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$6.13M
3
+$4.88M
4
VFH icon
Vanguard Financials ETF
VFH
+$2.46M
5
MSFT icon
Microsoft
MSFT
+$1.79M

Top Sells

1
+$6.27M
2
+$4.39M
3
+$3.51M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.59M
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$1.21M

Sector Composition

1 Technology 12.09%
2 Consumer Staples 7.51%
3 Financials 6.26%
4 Healthcare 4.97%
5 Consumer Discretionary 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$17.8K ﹤0.01%
361
627
$16.6K ﹤0.01%
148
-40
628
$16.5K ﹤0.01%
198
-42
629
$16.3K ﹤0.01%
456
-6,347
630
$16.3K ﹤0.01%
99
631
$16.2K ﹤0.01%
56
632
$16.1K ﹤0.01%
199
633
$16.1K ﹤0.01%
49
-1,313
634
$15.7K ﹤0.01%
121
635
$15.5K ﹤0.01%
324
636
$15.3K ﹤0.01%
+280
637
$15.1K ﹤0.01%
211
638
$15.1K ﹤0.01%
253
639
$15K ﹤0.01%
143
640
$15K ﹤0.01%
456
641
$14.5K ﹤0.01%
+1,001
642
$14.2K ﹤0.01%
161
643
$14.2K ﹤0.01%
256
644
$14.2K ﹤0.01%
280
645
$14K ﹤0.01%
965
-394
646
$13.8K ﹤0.01%
500
647
$13.7K ﹤0.01%
500
648
$13.3K ﹤0.01%
77
649
$13.1K ﹤0.01%
138
-31
650
$12.9K ﹤0.01%
1,240
24 25
26
27 28