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
$671M
AUM Growth
+$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
980
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$5.65M
3
+$3.78M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.36M
5
IPAC icon
iShares Core MSCI Pacific ETF
IPAC
+$3.1M

Top Sells

1
+$5.82M
2
+$5.54M
3
+$5.18M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$3.91M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$3.61M

Sector Composition

1 Technology 12.63%
2 Financials 5.66%
3 Healthcare 4.82%
4 Consumer Staples 4.16%
5 Consumer Discretionary 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$11K ﹤0.01%
130
677
$10.7K ﹤0.01%
200
678
$10.7K ﹤0.01%
500
679
$10.6K ﹤0.01%
487
680
$10.6K ﹤0.01%
167
681
$10.5K ﹤0.01%
130
682
$10.5K ﹤0.01%
195
-6,393
683
$10.5K ﹤0.01%
39
684
$10.4K ﹤0.01%
60
+35
685
$10.3K ﹤0.01%
87
686
$10.3K ﹤0.01%
88
687
$10.3K ﹤0.01%
46
688
$10.2K ﹤0.01%
139
689
$10.1K ﹤0.01%
200
690
$9.86K ﹤0.01%
177
691
$9.82K ﹤0.01%
204,500
692
$9.44K ﹤0.01%
7
+4
693
$9.29K ﹤0.01%
196
694
$9.19K ﹤0.01%
100
695
$9.19K ﹤0.01%
1,477
696
$9.18K ﹤0.01%
107
697
$9.18K ﹤0.01%
55
698
$9.01K ﹤0.01%
100
699
$8.99K ﹤0.01%
360
-140
700
$8.98K ﹤0.01%
100
26 27
28
29 30