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
$595M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
987
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$8.45M
3
+$5.64M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.64M
5
ARHS icon
Arhaus
ARHS
+$2.62M

Top Sells

1
+$9.44M
2
+$4.12M
3
+$3.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.77M
5
ACEL icon
Accel Entertainment
ACEL
+$2.29M

Sector Composition

1 Technology 9.89%
2 Consumer Staples 9.24%
3 Healthcare 6.76%
4 Financials 6.55%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$13.9K ﹤0.01%
186
652
$13.8K ﹤0.01%
60,000
653
$13.6K ﹤0.01%
30
-5
654
$13.5K ﹤0.01%
+258
655
$13.5K ﹤0.01%
240
656
$13.5K ﹤0.01%
272
-3,329
657
$13.4K ﹤0.01%
51
-12
658
$13.1K ﹤0.01%
125
-38
659
$12.9K ﹤0.01%
446
660
$12.8K ﹤0.01%
263
661
$12.8K ﹤0.01%
56
662
$12.6K ﹤0.01%
124
663
$12.5K ﹤0.01%
+76
664
$12.3K ﹤0.01%
162
665
$12.1K ﹤0.01%
+124
666
$12.1K ﹤0.01%
143
-564
667
$11.9K ﹤0.01%
226
-317
668
$11.5K ﹤0.01%
77
669
$11.2K ﹤0.01%
152
670
$11.2K ﹤0.01%
244
671
$11K ﹤0.01%
237
672
$10.8K ﹤0.01%
270
673
$10.7K ﹤0.01%
351
-1,387
674
$10.7K ﹤0.01%
143
-54
675
$10.6K ﹤0.01%
204,500
25 26
27
28 29