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
$597M
AUM Growth
+$82.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
974
New
Increased
Reduced
Closed

Top Buys

1 +$14.3M
2 +$5.46M
3 +$4.11M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$3.97M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.13M

Top Sells

1 +$5.05M
2 +$2.49M
3 +$1.18M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.1M
5
MSCI icon
MSCI
MSCI
+$905K

Sector Composition

1 Technology 13.53%
2 Financials 7.05%
3 Healthcare 5.18%
4 Consumer Discretionary 4.3%
5 Consumer Staples 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$15.7K ﹤0.01%
587
652
$15.7K ﹤0.01%
500
653
$15.5K ﹤0.01%
116
+16
654
$14.9K ﹤0.01%
296
655
$14.9K ﹤0.01%
100
656
$14.9K ﹤0.01%
425
657
$14.6K ﹤0.01%
500
658
$14.6K ﹤0.01%
126
659
$14.6K ﹤0.01%
224
660
$14.6K ﹤0.01%
96
-57
661
$14.5K ﹤0.01%
1,417
662
$14.5K ﹤0.01%
947
-3,653
663
$14.3K ﹤0.01%
784
664
$13.9K ﹤0.01%
+38
665
$13.8K ﹤0.01%
74
+14
666
$13.8K ﹤0.01%
123
+21
667
$13.7K ﹤0.01%
+178
668
$13.5K ﹤0.01%
107
+7
669
$13.5K ﹤0.01%
165
+15
670
$13.5K ﹤0.01%
152
671
$13.5K ﹤0.01%
+223
672
$13.4K ﹤0.01%
600
673
$13.4K ﹤0.01%
876
674
$13.4K ﹤0.01%
487
+19
675
$13.1K ﹤0.01%
208