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
$644M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$5.94M
3
+$1.25M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.02M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1M

Top Sells

1
+$6.29M
2
+$3.59M
3
+$3.37M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.5M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.31M

Sector Composition

1 Technology 12.93%
2 Healthcare 5.82%
3 Financials 5.51%
4 Consumer Staples 4.22%
5 Consumer Discretionary 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$10.2K ﹤0.01%
33
677
$10.2K ﹤0.01%
200
678
$10.2K ﹤0.01%
+675
679
$10.2K ﹤0.01%
293
680
$10.1K ﹤0.01%
+220
681
$10.1K ﹤0.01%
2,168
682
$9.92K ﹤0.01%
1,417
683
$9.88K ﹤0.01%
177
684
$9.83K ﹤0.01%
360
685
$9.64K ﹤0.01%
39
686
$9.61K ﹤0.01%
60
687
$9.54K ﹤0.01%
+447
688
$9.43K ﹤0.01%
130
689
$9.28K ﹤0.01%
102
-21
690
$9.24K ﹤0.01%
204,500
691
$9.1K ﹤0.01%
150
692
$9K ﹤0.01%
30
693
$8.94K ﹤0.01%
25
-13
694
$8.93K ﹤0.01%
200
695
$8.72K ﹤0.01%
55
696
$8.72K ﹤0.01%
97
-299
697
$8.65K ﹤0.01%
18
-17
698
$8.58K ﹤0.01%
2,033
699
$8.57K ﹤0.01%
100
700
$8.56K ﹤0.01%
133
+87
26 27
28
29 30