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
$514M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$3.82M
3
+$3.71M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.06M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.9M

Top Sells

1
+$115M
2
+$1.9M
3
+$1.83M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.67M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.47M

Sector Composition

1 Technology 11.78%
2 Financials 7.25%
3 Healthcare 5.08%
4 Consumer Discretionary 5%
5 Consumer Staples 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$6.79K ﹤0.01%
34
-89
702
$6.73K ﹤0.01%
+70
703
$6.68K ﹤0.01%
+330
704
$6.64K ﹤0.01%
+30
705
$6.62K ﹤0.01%
+100
706
$6.59K ﹤0.01%
+100
707
$6.46K ﹤0.01%
+159
708
$6.45K ﹤0.01%
+50
709
$6.45K ﹤0.01%
1,108
710
$6.42K ﹤0.01%
+220
711
$6.41K ﹤0.01%
27
712
$6.33K ﹤0.01%
+107
713
$6.28K ﹤0.01%
+50
714
$6.28K ﹤0.01%
1,172
715
$6.23K ﹤0.01%
+150
716
$6.09K ﹤0.01%
+70
717
$5.95K ﹤0.01%
+1,000
718
$5.87K ﹤0.01%
+450
719
$5.77K ﹤0.01%
+200
720
$5.7K ﹤0.01%
+5
721
$5.63K ﹤0.01%
500
722
$5.57K ﹤0.01%
56
-28
723
$5.48K ﹤0.01%
150
724
$5.47K ﹤0.01%
+146
725
$5.3K ﹤0.01%
+250
27 28
29
30 31