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
$304M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.38M
3
+$1.35M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.26M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.23M

Top Sells

1
+$1.77M
2
+$1.25M
3
+$1.14M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.02M
5
WBA
Walgreens Boots Alliance
WBA
+$962K

Sector Composition

1 Technology 8.7%
2 Consumer Staples 8.34%
3 Financials 8.31%
4 Healthcare 7.72%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.45%
7,432
-28
52
$1.36M 0.45%
25,200
53
$1.35M 0.44%
22,954
+305
54
$1.35M 0.44%
+75,910
55
$1.34M 0.44%
15,169
-844
56
$1.31M 0.43%
35,469
-1,485
57
$1.3M 0.43%
8,917
+4,879
58
$1.27M 0.42%
123,942
-893
59
$1.26M 0.41%
+78,382
60
$1.25M 0.41%
16,114
+7,092
61
$1.23M 0.4%
37,676
+5,459
62
$1.2M 0.39%
28,379
+117
63
$1.2M 0.39%
30,975
-1,216
64
$1.19M 0.39%
29,284
-11,535
65
$1.19M 0.39%
26,489
+379
66
$1.16M 0.38%
12,669
+710
67
$1.12M 0.37%
59,019
+219
68
$1.09M 0.36%
15,825
-3,917
69
$1.09M 0.36%
19,880
+701
70
$1.05M 0.35%
27,149
-775
71
$1.04M 0.34%
7,176
72
$1.04M 0.34%
21,093
-735
73
$1.04M 0.34%
46,704
+12,626
74
$1.03M 0.34%
7,836
+6,536
75
$1.02M 0.33%
13,808
-242
1 2
3
4 5