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
$549M
AUM Growth
-$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,056
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.38M
3
+$3M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.97M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.69M

Top Sells

1
+$4.16M
2
+$2.52M
3
+$2.41M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.1M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.93M

Sector Composition

1 Technology 10.96%
2 Consumer Staples 8.55%
3 Healthcare 5.93%
4 Financials 4.83%
5 Consumer Discretionary 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$15K ﹤0.01%
172
-135
652
$15K ﹤0.01%
163
-2,387
653
$15K ﹤0.01%
500
654
$14.9K ﹤0.01%
2,951
655
$14.9K ﹤0.01%
235
656
$14.8K ﹤0.01%
+348
657
$14.7K ﹤0.01%
264
+165
658
$14.7K ﹤0.01%
382
-183
659
$14.6K ﹤0.01%
500
660
$14.5K ﹤0.01%
63
+12
661
$14.5K ﹤0.01%
423
-11,591
662
$14.3K ﹤0.01%
35
+5
663
$14.3K ﹤0.01%
456
664
$14.1K ﹤0.01%
+200
665
$13.9K ﹤0.01%
380
-94
666
$13.6K ﹤0.01%
+197
667
$13.4K ﹤0.01%
77
668
$12.8K ﹤0.01%
57
-69
669
$12.6K ﹤0.01%
180
670
$12.6K ﹤0.01%
552
-2,204
671
$12.5K ﹤0.01%
+446
672
$12.2K ﹤0.01%
339
-3,250
673
$11.7K ﹤0.01%
519
+501
674
$11.6K ﹤0.01%
152
675
$11.4K ﹤0.01%
263
-8
25 26
27
28 29