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
$326M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$7.94M
3
+$7.74M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.07M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.86%
2 Financials 9.5%
3 Healthcare 7.83%
4 Consumer Staples 5.79%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.43M 0.44%
+15,159
52
$1.43M 0.44%
+44,553
53
$1.42M 0.43%
+19,368
54
$1.41M 0.43%
+9,107
55
$1.41M 0.43%
+49,275
56
$1.39M 0.43%
+30,331
57
$1.38M 0.42%
+7,497
58
$1.37M 0.42%
+6,383
59
$1.32M 0.41%
+13,186
60
$1.32M 0.41%
+228,400
61
$1.31M 0.4%
+44,097
62
$1.31M 0.4%
+25,200
63
$1.3M 0.4%
+14,019
64
$1.29M 0.39%
+8,373
65
$1.28M 0.39%
+36,908
66
$1.28M 0.39%
+18,392
67
$1.27M 0.39%
+3,869
68
$1.27M 0.39%
+7,432
69
$1.25M 0.38%
+12,000
70
$1.25M 0.38%
+17,050
71
$1.24M 0.38%
+49,367
72
$1.22M 0.37%
+22,549
73
$1.21M 0.37%
+193,490
74
$1.2M 0.37%
+178,111
75
$1.19M 0.36%
+34,784
1 2
3
4 5