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
$514M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$3.82M
3
+$3.71M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.06M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.9M

Top Sells

1
+$115M
2
+$1.9M
3
+$1.83M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.67M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.47M

Sector Composition

1 Technology 11.78%
2 Financials 7.25%
3 Healthcare 5.08%
4 Consumer Discretionary 5%
5 Consumer Staples 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.4M 0.47%
9,666
+66
52
$2.4M 0.47%
6,414
+177
53
$2.29M 0.45%
12,413
+78
54
$2.28M 0.44%
17,029
-6,160
55
$2.23M 0.43%
34,897
-4,546
56
$2.04M 0.4%
6,914
+545
57
$2M 0.39%
91,758
-5,037
58
$1.99M 0.39%
16,584
+250
59
$1.96M 0.38%
13,358
+582
60
$1.94M 0.38%
16,596
-4,681
61
$1.93M 0.37%
5,471
62
$1.91M 0.37%
74,994
+24,335
63
$1.91M 0.37%
31,435
+190
64
$1.88M 0.37%
7,547
+250
65
$1.86M 0.36%
21,123
+330
66
$1.86M 0.36%
9,376
-1,036
67
$1.86M 0.36%
25,826
68
$1.83M 0.36%
39,533
-280
69
$1.8M 0.35%
26,981
+1,205
70
$1.74M 0.34%
29,260
-4,480
71
$1.73M 0.34%
45,459
72
$1.73M 0.34%
4,756
-400
73
$1.7M 0.33%
102,177
-12,139
74
$1.69M 0.33%
26,874
-319
75
$1.66M 0.32%
6,827
-125
1 2
3
4 5