ACA

Atlas Capital Advisors Portfolio holdings

AUM $898M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$898M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.84%
2 Financials 8.91%
3 Consumer Staples 5.91%
4 Communication Services 5.06%
5 Healthcare 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WFRD icon
676
Weatherford International
WFRD
$6.23B
$12.2K ﹤0.01%
+156
EWJ icon
677
iShares MSCI Japan ETF
EWJ
$19.3B
$12.2K ﹤0.01%
+151
ES icon
678
Eversource Energy
ES
$27.5B
$12.1K ﹤0.01%
+179
PM icon
679
Philip Morris
PM
$272B
$12K ﹤0.01%
+75
INTU icon
680
Intuit
INTU
$125B
$11.9K ﹤0.01%
+18
LEG icon
681
Leggett & Platt
LEG
$1.4B
$10.7K ﹤0.01%
+975
BKNG icon
682
Booking.com
BKNG
$136B
$10.7K ﹤0.01%
+2
BSX icon
683
Boston Scientific
BSX
$104B
$10.5K ﹤0.01%
+110
EMLC icon
684
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.96B
$10.5K ﹤0.01%
+405
MTG icon
685
MGIC Investment
MTG
$5.61B
$10.3K ﹤0.01%
+351
FE icon
686
FirstEnergy
FE
$29.9B
$10.2K ﹤0.01%
+227
OHI icon
687
Omega Healthcare
OHI
$14.1B
$9.8K ﹤0.01%
+221
VUG icon
688
Vanguard Growth ETF
VUG
$194B
$9.76K ﹤0.01%
+20
BAC icon
689
Bank of America
BAC
$338B
$9.63K ﹤0.01%
+175
GTM
690
ZoomInfo Technologies
GTM
$1.76B
$9.39K ﹤0.01%
+923
AMD icon
691
Advanced Micro Devices
AMD
$321B
$9.21K ﹤0.01%
+43
VNQ icon
692
Vanguard Real Estate ETF
VNQ
$36B
$9.2K ﹤0.01%
+104
NTNX icon
693
Nutanix
NTNX
$10.8B
$9.15K ﹤0.01%
+177
FTNT icon
694
Fortinet
FTNT
$62.5B
$9.13K ﹤0.01%
+115
MCHI icon
695
iShares MSCI China ETF
MCHI
$6.94B
$8.89K ﹤0.01%
+148
EBAY icon
696
eBay
EBAY
$41B
$8.62K ﹤0.01%
+99
CHT icon
697
Chunghwa Telecom
CHT
$33.4B
$8.3K ﹤0.01%
+199
ADBE icon
698
Adobe
ADBE
$103B
$8.05K ﹤0.01%
+23
ZBRA icon
699
Zebra Technologies
ZBRA
$10B
$8.01K ﹤0.01%
+33
AMP icon
700
Ameriprise Financial
AMP
$40B
$7.84K ﹤0.01%
+16