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
$595M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
987
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$8.45M
3
+$5.64M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.64M
5
ARHS icon
Arhaus
ARHS
+$2.62M

Top Sells

1
+$9.44M
2
+$4.12M
3
+$3.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.77M
5
ACEL icon
Accel Entertainment
ACEL
+$2.29M

Sector Composition

1 Technology 9.89%
2 Consumer Staples 9.24%
3 Healthcare 6.76%
4 Financials 6.55%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$10.3K ﹤0.01%
128
-107
677
$10.2K ﹤0.01%
200
678
$10.1K ﹤0.01%
102
679
$10K ﹤0.01%
157
680
$9.95K ﹤0.01%
424
681
$9.87K ﹤0.01%
85
682
$9.78K ﹤0.01%
350
-30
683
$9.67K ﹤0.01%
1,000
684
$9.64K ﹤0.01%
99
685
$9.44K ﹤0.01%
67
686
$9.41K ﹤0.01%
60
687
$9.31K ﹤0.01%
131
688
$9.31K ﹤0.01%
2,607
689
$8.8K ﹤0.01%
+169
690
$8.72K ﹤0.01%
407
691
$8.72K ﹤0.01%
105
-46
692
$8.69K ﹤0.01%
25
693
$8.48K ﹤0.01%
1,365
-2,857
694
$8.46K ﹤0.01%
33
695
$8.44K ﹤0.01%
324
696
$8.42K ﹤0.01%
+302
697
$8.28K ﹤0.01%
99
698
$7.89K ﹤0.01%
180
699
$7.87K ﹤0.01%
200
700
$7.72K ﹤0.01%
187
26 27
28
29 30