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
$514M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$3.82M
3
+$3.71M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.06M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.9M

Top Sells

1
+$115M
2
+$1.9M
3
+$1.83M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.67M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.47M

Sector Composition

1 Technology 11.78%
2 Financials 7.25%
3 Healthcare 5.08%
4 Consumer Discretionary 5%
5 Consumer Staples 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$8.73K ﹤0.01%
769
677
$8.43K ﹤0.01%
100
-2,807
678
$8.4K ﹤0.01%
100
-1,405
679
$8.28K ﹤0.01%
232
680
$8.24K ﹤0.01%
+1,000
681
$8.23K ﹤0.01%
+40
682
$8.21K ﹤0.01%
+150
683
$7.74K ﹤0.01%
+300
684
$7.49K ﹤0.01%
+33
685
$7.45K ﹤0.01%
+100
686
$7.42K ﹤0.01%
+300
687
$7.41K ﹤0.01%
+50
688
$7.4K ﹤0.01%
+605
689
$7.32K ﹤0.01%
78
-5
690
$7.27K ﹤0.01%
+156
691
$7.26K ﹤0.01%
+80
692
$7.23K ﹤0.01%
158
693
$7.13K ﹤0.01%
36
694
$7.1K ﹤0.01%
+50
695
$7.06K ﹤0.01%
+35
696
$7.04K ﹤0.01%
280
-58
697
$6.95K ﹤0.01%
+35
698
$6.92K ﹤0.01%
61
699
$6.9K ﹤0.01%
42
700
$6.89K ﹤0.01%
400
26 27
28
29 30