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
$691M
AUM Growth
+$83.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$6.13M
3
+$4.88M
4
VFH icon
Vanguard Financials ETF
VFH
+$2.46M
5
MSFT icon
Microsoft
MSFT
+$1.79M

Top Sells

1
+$6.27M
2
+$4.39M
3
+$3.51M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.59M
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$1.21M

Sector Composition

1 Technology 12.09%
2 Consumer Staples 7.51%
3 Financials 6.26%
4 Healthcare 4.97%
5 Consumer Discretionary 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$5.83K ﹤0.01%
62
702
$5.71K ﹤0.01%
183
703
$5.6K ﹤0.01%
38
704
$5.59K ﹤0.01%
53
705
$5.57K ﹤0.01%
89
-24
706
$5.53K ﹤0.01%
1,655
707
$5.24K ﹤0.01%
25
708
$5.22K ﹤0.01%
896
709
$5.13K ﹤0.01%
59
710
$4.94K ﹤0.01%
82
-78
711
$4.87K ﹤0.01%
31
712
$4.87K ﹤0.01%
20
713
$4.61K ﹤0.01%
125
714
$4.56K ﹤0.01%
12
715
$4.36K ﹤0.01%
44
+10
716
$4.35K ﹤0.01%
12
717
$4.28K ﹤0.01%
19
718
$3.83K ﹤0.01%
48
719
$3.79K ﹤0.01%
46
720
$3.61K ﹤0.01%
338
+1
721
$3.56K ﹤0.01%
225
722
$3.43K ﹤0.01%
45
723
$3.34K ﹤0.01%
56
-369
724
$3.29K ﹤0.01%
47
725
$3.22K ﹤0.01%
101
-798
27 28
29
30 31