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
$671M
AUM Growth
+$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
980
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$5.65M
3
+$3.78M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.36M
5
IPAC icon
iShares Core MSCI Pacific ETF
IPAC
+$3.1M

Top Sells

1
+$5.82M
2
+$5.54M
3
+$5.18M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$3.91M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$3.61M

Sector Composition

1 Technology 12.63%
2 Financials 5.66%
3 Healthcare 4.82%
4 Consumer Staples 4.16%
5 Consumer Discretionary 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$8.97K ﹤0.01%
280
702
$8.95K ﹤0.01%
769
703
$8.93K ﹤0.01%
35
704
$8.91K ﹤0.01%
30
+21
705
$8.9K ﹤0.01%
2,168
-83
706
$8.85K ﹤0.01%
18
-70
707
$8.85K ﹤0.01%
200
708
$8.8K ﹤0.01%
2,033
-1,049
709
$8.69K ﹤0.01%
+75
710
$8.64K ﹤0.01%
35
711
$8.59K ﹤0.01%
57
712
$8.5K ﹤0.01%
628
713
$8.37K ﹤0.01%
150
714
$8.11K ﹤0.01%
40
715
$7.87K ﹤0.01%
+90
716
$7.87K ﹤0.01%
330
717
$7.86K ﹤0.01%
158
718
$7.83K ﹤0.01%
47
719
$7.79K ﹤0.01%
12
720
$7.72K ﹤0.01%
33
721
$7.67K ﹤0.01%
100
-429
722
$7.49K ﹤0.01%
27
723
$7.48K ﹤0.01%
425
724
$7.47K ﹤0.01%
40
725
$7.46K ﹤0.01%
200
27 28
29
30 31