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
$597M
AUM Growth
+$82.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
974
New
Increased
Reduced
Closed

Top Buys

1 +$14.3M
2 +$5.46M
3 +$4.11M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$3.97M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.13M

Top Sells

1 +$5.05M
2 +$2.49M
3 +$1.18M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.1M
5
MSCI icon
MSCI
MSCI
+$905K

Sector Composition

1 Technology 13.53%
2 Financials 7.05%
3 Healthcare 5.18%
4 Consumer Discretionary 4.3%
5 Consumer Staples 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$13.1K ﹤0.01%
126
+70
677
$13K ﹤0.01%
654
678
$13K ﹤0.01%
242
679
$12.9K ﹤0.01%
155
+16
680
$12.8K ﹤0.01%
250
681
$12.8K ﹤0.01%
50
682
$12.7K ﹤0.01%
293
683
$12.3K ﹤0.01%
+270
684
$12.3K ﹤0.01%
100
685
$12K ﹤0.01%
130
686
$12K ﹤0.01%
375
687
$11.8K ﹤0.01%
+409
688
$11.8K ﹤0.01%
+482
689
$11.7K ﹤0.01%
131
690
$11.7K ﹤0.01%
49
-287
691
$11.7K ﹤0.01%
+385
692
$11.6K ﹤0.01%
424
693
$11.5K ﹤0.01%
253
694
$11.5K ﹤0.01%
140
+40
695
$11.5K ﹤0.01%
+120
696
$11.4K ﹤0.01%
33
697
$11.4K ﹤0.01%
139
+9
698
$11.4K ﹤0.01%
20
-10
699
$11.4K ﹤0.01%
330
700
$11.3K ﹤0.01%
+400