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
$644M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$5.94M
3
+$1.25M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.02M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1M

Top Sells

1
+$6.29M
2
+$3.59M
3
+$3.37M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.5M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.31M

Sector Composition

1 Technology 12.93%
2 Healthcare 5.82%
3 Financials 5.51%
4 Consumer Staples 4.22%
5 Consumer Discretionary 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.7M 0.42%
22,449
+4,920
52
$2.68M 0.42%
25,980
+9,944
53
$2.67M 0.42%
35,228
-741
54
$2.67M 0.41%
15,148
-369
55
$2.63M 0.41%
110,718
-4,857
56
$2.62M 0.41%
48,382
-12,467
57
$2.6M 0.4%
19,693
+3,586
58
$2.57M 0.4%
38,783
-12,627
59
$2.57M 0.4%
46,117
-3,740
60
$2.52M 0.39%
18,363
+2,510
61
$2.38M 0.37%
133,767
-13,941
62
$2.33M 0.36%
4,752
+834
63
$2.29M 0.36%
12,462
+270
64
$2.2M 0.34%
35,806
+5,300
65
$2.13M 0.33%
43,034
-227
66
$2.12M 0.33%
36,405
+3,764
67
$2.09M 0.33%
12,912
+900
68
$2.09M 0.32%
8,736
69
$1.96M 0.3%
45,459
70
$1.96M 0.3%
42,498
-7,447
71
$1.95M 0.3%
6,398
-6,892
72
$1.93M 0.3%
9,959
-39
73
$1.93M 0.3%
63,444
+2,102
74
$1.88M 0.29%
34,920
+7,600
75
$1.85M 0.29%
6,041
+1,967
1 2
3
4 5