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
$333M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$2.12M
3
+$2.1M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.44M
5
DIS icon
Walt Disney
DIS
+$1.43M

Top Sells

1
+$3.12M
2
+$1.36M
3
+$972K
4
GSK icon
GSK
GSK
+$792K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$742K

Sector Composition

1 Technology 9.98%
2 Financials 8.48%
3 Consumer Staples 7.76%
4 Healthcare 6.46%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 0.46%
9,165
-2,588
52
$1.53M 0.46%
38,778
+3,309
53
$1.52M 0.46%
19,657
+1,174
54
$1.48M 0.44%
7,645
+213
55
$1.47M 0.44%
29,754
+9,874
56
$1.47M 0.44%
39,185
-669
57
$1.41M 0.42%
31,200
+2,821
58
$1.4M 0.42%
23,855
+901
59
$1.39M 0.42%
11,535
-3,343
60
$1.38M 0.42%
39,006
-230
61
$1.38M 0.41%
7,723
+6,730
62
$1.37M 0.41%
27,730
+6,637
63
$1.35M 0.41%
9,397
-2,079
64
$1.34M 0.4%
57,970
+18,150
65
$1.33M 0.4%
21,968
-2,619
66
$1.32M 0.4%
4,447
-744
67
$1.29M 0.39%
72,360
-3,550
68
$1.27M 0.38%
32,262
+5,113
69
$1.26M 0.38%
53,576
+6,872
70
$1.26M 0.38%
9,207
+2,684
71
$1.25M 0.38%
8,570
-347
72
$1.24M 0.37%
65,829
+31,554
73
$1.23M 0.37%
38,728
+1,052
74
$1.22M 0.37%
5,963
+3,025
75
$1.2M 0.36%
15,515
-599
1 2
3
4 5