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
$595M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
987
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$8.45M
3
+$5.64M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.64M
5
ARHS icon
Arhaus
ARHS
+$2.62M

Top Sells

1
+$9.44M
2
+$4.12M
3
+$3.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.77M
5
ACEL icon
Accel Entertainment
ACEL
+$2.29M

Sector Composition

1 Technology 9.89%
2 Consumer Staples 9.24%
3 Healthcare 6.76%
4 Financials 6.55%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$7.62K ﹤0.01%
2,033
702
$7.57K ﹤0.01%
108
703
$7.55K ﹤0.01%
721
-4,748
704
$7.35K ﹤0.01%
199
-140
705
$7.3K ﹤0.01%
2,356
706
$7.17K ﹤0.01%
91
707
$7.04K ﹤0.01%
100
708
$6.95K ﹤0.01%
29
709
$6.94K ﹤0.01%
252
710
$6.83K ﹤0.01%
52
711
$6.8K ﹤0.01%
102
712
$6.74K ﹤0.01%
205
+88
713
$6.71K ﹤0.01%
158
714
$6.7K ﹤0.01%
20
715
$6.53K ﹤0.01%
756
716
$6.51K ﹤0.01%
260
717
$5.98K ﹤0.01%
112
718
$5.96K ﹤0.01%
27
719
$5.85K ﹤0.01%
279
-66
720
$5.82K ﹤0.01%
1,417
721
$5.71K ﹤0.01%
+17
722
$5.66K ﹤0.01%
97
723
$5.62K ﹤0.01%
115
-380
724
$5.5K ﹤0.01%
47
725
$5.46K ﹤0.01%
166
27 28
29
30 31