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
$595M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
987
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$8.45M
3
+$5.64M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.64M
5
ARHS icon
Arhaus
ARHS
+$2.62M

Top Sells

1
+$9.44M
2
+$4.12M
3
+$3.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.77M
5
ACEL icon
Accel Entertainment
ACEL
+$2.29M

Sector Composition

1 Technology 9.89%
2 Consumer Staples 9.24%
3 Healthcare 6.76%
4 Financials 6.55%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.35M 0.4%
157,332
+17,964
52
$2.33M 0.39%
5,094
53
$2.31M 0.39%
6,970
-257
54
$2.31M 0.39%
6,150
+29
55
$2.19M 0.37%
31,035
56
$2.18M 0.37%
24,969
-2,223
57
$2.18M 0.37%
26,553
-939
58
$2.06M 0.35%
15,969
-9,415
59
$2.03M 0.34%
37,769
-16,295
60
$2M 0.34%
13,187
-100
61
$1.98M 0.33%
14,037
-2,302
62
$1.97M 0.33%
11,937
63
$1.92M 0.32%
25,550
-125,414
64
$1.82M 0.31%
38,403
+7,577
65
$1.81M 0.3%
18,582
66
$1.79M 0.3%
6,832
-254
67
$1.73M 0.29%
23,203
+6,228
68
$1.72M 0.29%
31,508
-1,100
69
$1.71M 0.29%
30,355
-1,770
70
$1.68M 0.28%
15,321
71
$1.66M 0.28%
10,975
+373
72
$1.63M 0.27%
39,348
-623
73
$1.62M 0.27%
28,353
-16,969
74
$1.62M 0.27%
4,307
+32
75
$1.61M 0.27%
63,900
+1,908
1 2
3
4 5