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
$644M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$5.94M
3
+$1.25M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.02M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1M

Top Sells

1
+$6.29M
2
+$3.59M
3
+$3.37M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.5M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.31M

Sector Composition

1 Technology 12.93%
2 Healthcare 5.82%
3 Financials 5.51%
4 Consumer Staples 4.22%
5 Consumer Discretionary 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$8.54K ﹤0.01%
75
702
$8.45K ﹤0.01%
42
-4
703
$8.41K ﹤0.01%
90
704
$8.36K ﹤0.01%
130
705
$8.33K ﹤0.01%
7
706
$8.32K ﹤0.01%
280
707
$8.29K ﹤0.01%
100
708
$8.19K ﹤0.01%
750
709
$8.06K ﹤0.01%
1,477
710
$7.99K ﹤0.01%
170
711
$7.98K ﹤0.01%
40
712
$7.95K ﹤0.01%
35
713
$7.94K ﹤0.01%
100
714
$7.81K ﹤0.01%
100
715
$7.75K ﹤0.01%
100
-7
716
$7.58K ﹤0.01%
57
717
$7.52K ﹤0.01%
+244
718
$7.5K ﹤0.01%
200
719
$7.45K ﹤0.01%
158
720
$7.39K ﹤0.01%
130
-9
721
$7.33K ﹤0.01%
35
722
$7.27K ﹤0.01%
300
723
$7.25K ﹤0.01%
300
724
$7.25K ﹤0.01%
330
725
$7.14K ﹤0.01%
500
27 28
29
30 31