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
$549M
AUM Growth
-$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,056
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.38M
3
+$3M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.97M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.69M

Top Sells

1
+$4.16M
2
+$2.52M
3
+$2.41M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.1M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.93M

Sector Composition

1 Technology 10.96%
2 Consumer Staples 8.55%
3 Healthcare 5.93%
4 Financials 4.83%
5 Consumer Discretionary 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$8.2K ﹤0.01%
407
702
$8.11K ﹤0.01%
46
+19
703
$7.76K ﹤0.01%
99
+39
704
$7.73K ﹤0.01%
157
-120
705
$7.69K ﹤0.01%
+97
706
$7.62K ﹤0.01%
26
-75
707
$7.61K ﹤0.01%
230
708
$7.27K ﹤0.01%
+220
709
$7.2K ﹤0.01%
180
710
$7.16K ﹤0.01%
85
711
$7.11K ﹤0.01%
25
712
$6.91K ﹤0.01%
108
713
$6.87K ﹤0.01%
200
714
$6.83K ﹤0.01%
293
715
$6.75K ﹤0.01%
+324
716
$6.74K ﹤0.01%
293
-1,416
717
$6.71K ﹤0.01%
2,033
718
$6.66K ﹤0.01%
100
719
$6.49K ﹤0.01%
237
-3,577
720
$6.39K ﹤0.01%
91
721
$6.34K ﹤0.01%
100
-282
722
$6.33K ﹤0.01%
1,765
723
$6.11K ﹤0.01%
20
-10
724
$6.09K ﹤0.01%
158
725
$6.08K ﹤0.01%
52
27 28
29
30 31