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
$300M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.51M
3
+$2.27M
4
MLPA icon
Global X MLP ETF
MLPA
+$1.83M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.62M

Top Sells

1
+$3.77M
2
+$2.49M
3
+$1.85M
4
EWO icon
iShares MSCI Austria ETF
EWO
+$1.71M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.53M

Sector Composition

1 Technology 10.99%
2 Financials 9.7%
3 Healthcare 8.56%
4 Consumer Staples 5.96%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.4M 0.47%
5,169
+1,500
52
$1.39M 0.46%
12,834
+834
53
$1.38M 0.46%
23,668
-1,197
54
$1.36M 0.45%
24,666
+427
55
$1.31M 0.44%
6,688
+438
56
$1.29M 0.43%
7,176
57
$1.29M 0.43%
18,451
+3,409
58
$1.28M 0.43%
17,614
+9,246
59
$1.28M 0.43%
25,649
-2,018
60
$1.26M 0.42%
66,912
+19,857
61
$1.25M 0.42%
31,122
-93,615
62
$1.25M 0.42%
5,353
+12
63
$1.22M 0.41%
11,360
+2,262
64
$1.22M 0.41%
19,660
+5,012
65
$1.21M 0.4%
35,562
-1,702
66
$1.21M 0.4%
32,092
+1,069
67
$1.18M 0.4%
17,647
+16,750
68
$1.18M 0.39%
6,643
+1,328
69
$1.13M 0.38%
25,469
-1,062
70
$1.12M 0.37%
9,110
-182
71
$1.12M 0.37%
27,861
-6,568
72
$1.11M 0.37%
9,693
+631
73
$1.05M 0.35%
14,810
74
$1.05M 0.35%
5,849
-1,641
75
$1.04M 0.35%
12,510
-88
1 2
3
4 5