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
$691M
AUM Growth
+$83.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$6.13M
3
+$4.88M
4
VFH icon
Vanguard Financials ETF
VFH
+$2.46M
5
MSFT icon
Microsoft
MSFT
+$1.79M

Top Sells

1
+$6.27M
2
+$4.39M
3
+$3.51M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.59M
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$1.21M

Sector Composition

1 Technology 12.09%
2 Consumer Staples 7.51%
3 Financials 6.26%
4 Healthcare 4.97%
5 Consumer Discretionary 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$8.82K ﹤0.01%
1,012
-12,096
677
$8.59K ﹤0.01%
49
-225
678
$8.57K ﹤0.01%
29
679
$8.55K ﹤0.01%
135
680
$8.49K ﹤0.01%
28
681
$8.44K ﹤0.01%
31
682
$8.25K ﹤0.01%
205
-92
683
$7.92K ﹤0.01%
196
684
$7.9K ﹤0.01%
+183
685
$7.7K ﹤0.01%
158
686
$7.64K ﹤0.01%
200,000
-4,500
687
$7.6K ﹤0.01%
702
688
$7.35K ﹤0.01%
112
689
$7.24K ﹤0.01%
142
690
$7.13K ﹤0.01%
1,765
691
$7.09K ﹤0.01%
2
692
$7.07K ﹤0.01%
189
-391
693
$7.06K ﹤0.01%
52
694
$6.96K ﹤0.01%
330
-3,699
695
$6.73K ﹤0.01%
115
696
$6.69K ﹤0.01%
108
697
$6.36K ﹤0.01%
110
698
$6.36K ﹤0.01%
178
-161
699
$6.02K ﹤0.01%
189
700
$5.84K ﹤0.01%
12
26 27
28
29 30