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
$401M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$4.95M
3
+$4.01M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.68M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.62M

Top Sells

1
+$101M
2
+$2.12M
3
+$2.1M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.03M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$966K

Sector Composition

1 Technology 13.84%
2 Financials 7.18%
3 Consumer Staples 6.21%
4 Healthcare 6.11%
5 Communication Services 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.74M 0.43%
22,868
-651
52
$1.71M 0.43%
15,387
-1,147
53
$1.69M 0.42%
25,200
54
$1.68M 0.42%
57,310
-660
55
$1.65M 0.41%
67,761
+38,494
56
$1.6M 0.4%
5,452
57
$1.59M 0.4%
5,830
-517
58
$1.58M 0.39%
29,519
+1,789
59
$1.57M 0.39%
12,265
+72
60
$1.57M 0.39%
21,657
+13,729
61
$1.54M 0.38%
7,504
-219
62
$1.51M 0.38%
38,040
-738
63
$1.51M 0.38%
39,006
64
$1.5M 0.37%
25,006
+2,164
65
$1.48M 0.37%
+25,171
66
$1.44M 0.36%
24,632
-7,576
67
$1.4M 0.35%
29,263
-491
68
$1.4M 0.35%
11,132
-403
69
$1.38M 0.34%
5,811
-152
70
$1.38M 0.34%
69,440
-2,920
71
$1.36M 0.34%
18,766
-891
72
$1.35M 0.34%
8,358
-2,826
73
$1.34M 0.33%
61,608
-21,338
74
$1.34M 0.33%
16,397
+882
75
$1.31M 0.33%
21,055
-15,527
1 2
3
4 5