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
$671M
AUM Growth
+$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
980
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$5.65M
3
+$3.78M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.36M
5
IPAC icon
iShares Core MSCI Pacific ETF
IPAC
+$3.1M

Top Sells

1
+$5.82M
2
+$5.54M
3
+$5.18M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$3.91M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$3.61M

Sector Composition

1 Technology 12.63%
2 Financials 5.66%
3 Healthcare 4.82%
4 Consumer Staples 4.16%
5 Consumer Discretionary 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$13K ﹤0.01%
161
652
$13K ﹤0.01%
234
-1,404
653
$12.8K ﹤0.01%
270
654
$12.4K ﹤0.01%
131
655
$12.3K ﹤0.01%
10
656
$12.3K ﹤0.01%
206
657
$12.3K ﹤0.01%
170
658
$12.3K ﹤0.01%
33
659
$12.3K ﹤0.01%
648
660
$12.2K ﹤0.01%
400
-1,384
661
$12.2K ﹤0.01%
394
662
$12.1K ﹤0.01%
1,417
663
$12.1K ﹤0.01%
56
664
$12K ﹤0.01%
135
+75
665
$12K ﹤0.01%
293
666
$11.8K ﹤0.01%
424
667
$11.7K ﹤0.01%
385
668
$11.6K ﹤0.01%
165
669
$11.6K ﹤0.01%
727
670
$11.5K ﹤0.01%
150
671
$11.4K ﹤0.01%
69
672
$11.2K ﹤0.01%
230
673
$11.1K ﹤0.01%
189
674
$11.1K ﹤0.01%
103
675
$11.1K ﹤0.01%
350
-126
25 26
27
28 29