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
$691M
AUM Growth
+$83.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$6.13M
3
+$4.88M
4
VFH icon
Vanguard Financials ETF
VFH
+$2.46M
5
MSFT icon
Microsoft
MSFT
+$1.79M

Top Sells

1
+$6.27M
2
+$4.39M
3
+$3.51M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.59M
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$1.21M

Sector Composition

1 Technology 12.09%
2 Consumer Staples 7.51%
3 Financials 6.26%
4 Healthcare 4.97%
5 Consumer Discretionary 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$12.8K ﹤0.01%
500
652
$12.7K ﹤0.01%
34
653
$12.4K ﹤0.01%
1,737
654
$12K ﹤0.01%
8
655
$12K ﹤0.01%
311
656
$11.8K ﹤0.01%
424
657
$11.8K ﹤0.01%
+111
658
$11.8K ﹤0.01%
85
659
$11.7K ﹤0.01%
108
660
$11.6K ﹤0.01%
961
-376
661
$11.6K ﹤0.01%
39
662
$11.4K ﹤0.01%
8
663
$11.2K ﹤0.01%
131
664
$10.8K ﹤0.01%
570
665
$10.7K ﹤0.01%
25
666
$10.6K ﹤0.01%
740
-1,290
667
$10.3K ﹤0.01%
201
668
$10.2K ﹤0.01%
2,607
669
$9.68K ﹤0.01%
187
670
$9.65K ﹤0.01%
1,388
671
$9.54K ﹤0.01%
180
672
$9.32K ﹤0.01%
116
673
$9.32K ﹤0.01%
86
674
$9.02K ﹤0.01%
33
675
$8.95K ﹤0.01%
587
25 26
27
28 29