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
$644M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$5.94M
3
+$1.25M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.02M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1M

Top Sells

1
+$6.29M
2
+$3.59M
3
+$3.37M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.5M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.31M

Sector Composition

1 Technology 12.93%
2 Healthcare 5.82%
3 Financials 5.51%
4 Consumer Staples 4.22%
5 Consumer Discretionary 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$12.9K ﹤0.01%
2,160
-2,239
652
$12.8K ﹤0.01%
540
+276
653
$12.6K ﹤0.01%
270
654
$12.2K ﹤0.01%
81
-355
655
$12.2K ﹤0.01%
140
656
$12.1K ﹤0.01%
167
657
$12.1K ﹤0.01%
69
658
$12K ﹤0.01%
145
+134
659
$11.9K ﹤0.01%
600
660
$11.8K ﹤0.01%
161
661
$11.8K ﹤0.01%
+178
662
$11.7K ﹤0.01%
150
-15
663
$11.5K ﹤0.01%
56
664
$11.5K ﹤0.01%
+503
665
$11.4K ﹤0.01%
424
666
$11.2K ﹤0.01%
187
667
$11.1K ﹤0.01%
189
668
$11.1K ﹤0.01%
103
669
$11K ﹤0.01%
167
670
$10.9K ﹤0.01%
+170
671
$10.7K ﹤0.01%
108
-54
672
$10.6K ﹤0.01%
131
673
$10.5K ﹤0.01%
230
674
$10.5K ﹤0.01%
+633
675
$10.4K ﹤0.01%
226
-524
25 26
27
28 29