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
$514M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$3.82M
3
+$3.71M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.06M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.9M

Top Sells

1
+$115M
2
+$1.9M
3
+$1.83M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.67M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.47M

Sector Composition

1 Technology 11.78%
2 Financials 7.25%
3 Healthcare 5.08%
4 Consumer Discretionary 5%
5 Consumer Staples 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$10.4K ﹤0.01%
648
652
$10.3K ﹤0.01%
260
653
$10.1K ﹤0.01%
+167
654
$10.1K ﹤0.01%
+375
655
$10.1K ﹤0.01%
+139
656
$9.87K ﹤0.01%
+330
657
$9.8K ﹤0.01%
+200
658
$9.7K ﹤0.01%
112
-4,023
659
$9.64K ﹤0.01%
50
-37
660
$9.64K ﹤0.01%
+170
661
$9.54K ﹤0.01%
+100
662
$9.49K ﹤0.01%
70
-300
663
$9.45K ﹤0.01%
+60
664
$9.38K ﹤0.01%
+33
665
$9.35K ﹤0.01%
201
666
$9.31K ﹤0.01%
75
667
$9.18K ﹤0.01%
+650
668
$9.06K ﹤0.01%
2,251
+1,166
669
$8.95K ﹤0.01%
+200
670
$8.91K ﹤0.01%
100
671
$8.87K ﹤0.01%
+100
672
$8.85K ﹤0.01%
33
673
$8.84K ﹤0.01%
+33
674
$8.79K ﹤0.01%
+500
675
$8.74K ﹤0.01%
+300
25 26
27
28 29