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
$549M
AUM Growth
-$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,056
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.38M
3
+$3M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.97M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.69M

Top Sells

1
+$4.16M
2
+$2.52M
3
+$2.41M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.1M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.93M

Sector Composition

1 Technology 10.96%
2 Consumer Staples 8.55%
3 Healthcare 5.93%
4 Financials 4.83%
5 Consumer Discretionary 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$11.4K ﹤0.01%
151
677
$11.3K ﹤0.01%
56
678
$11.3K ﹤0.01%
240
679
$11.2K ﹤0.01%
+170
680
$11K ﹤0.01%
1,359
-4,613
681
$10.8K ﹤0.01%
+10
682
$10.4K ﹤0.01%
+237
683
$10.3K ﹤0.01%
124
-100
684
$10.2K ﹤0.01%
77
-300
685
$10K ﹤0.01%
162
686
$9.97K ﹤0.01%
270
687
$9.85K ﹤0.01%
244
-946
688
$9.61K ﹤0.01%
60
-20
689
$9.37K ﹤0.01%
99
690
$9.35K ﹤0.01%
+167
691
$9.1K ﹤0.01%
+950
692
$9.05K ﹤0.01%
424
693
$8.89K ﹤0.01%
380
694
$8.85K ﹤0.01%
131
695
$8.76K ﹤0.01%
207
696
$8.65K ﹤0.01%
33
697
$8.59K ﹤0.01%
102
698
$8.51K ﹤0.01%
690
-8,845
699
$8.45K ﹤0.01%
2,607
-2,100
700
$8.34K ﹤0.01%
2,356
26 27
28
29 30