ACA
Atlas Capital Advisors Portfolio holdings
AUM
$819M
1-Year Return
20%
This Quarter Return
-19.26%
1 Year Return
+20%
3 Year Return
+70.15%
5 Year Return
+108.54%
10 Year Return
–
AUM
$336M
AUM Growth
-$65.1M
(-16%)
Cap. Flow
+$15.6M
Cap. Flow
% of AUM
4.63%
Top 10 Holdings %
Top 10 Hldgs %
25.67%
Holding
746
New
119
Increased
168
Reduced
230
Closed
84
Top Buys
| 1 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$6.57M |
| 2 |
Vanguard FTSE Pacific ETF
VPL
|
$6.11M |
| 3 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$4.67M |
| 4 |
Vanguard Information Technology ETF
VGT
|
$2.93M |
| 5 |
Vanguard Health Care ETF
VHT
|
$2.89M |
Top Sells
Sector Composition
| 1 | Technology | 14.49% |
| 2 | Healthcare | 7.49% |
| 3 | Consumer Staples | 6.58% |
| 4 | Financials | 5.23% |
| 5 | Communication Services | 4.27% |
