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
726
$5.21K ﹤0.01%
+200
727
$5.12K ﹤0.01%
+100
728
$5.1K ﹤0.01%
+300
729
$5.1K ﹤0.01%
114
730
$5.07K ﹤0.01%
+200
731
$5.01K ﹤0.01%
+50
732
$4.93K ﹤0.01%
+200
733
$4.61K ﹤0.01%
+100
734
$4.58K ﹤0.01%
+100
735
$4.53K ﹤0.01%
406
736
$4.24K ﹤0.01%
+100
737
$4.12K ﹤0.01%
133
738
$4.06K ﹤0.01%
+50
739
$3.99K ﹤0.01%
160
740
$3.9K ﹤0.01%
+100
741
$3.83K ﹤0.01%
+65
742
$3.13K ﹤0.01%
+500
743
$3.07K ﹤0.01%
+30
744
$2.74K ﹤0.01%
800
-1,200
745
$2.57K ﹤0.01%
75
746
$2.55K ﹤0.01%
30
747
$2.52K ﹤0.01%
468
748
$2.5K ﹤0.01%
+200
749
$2.25K ﹤0.01%
+50
750
$2.17K ﹤0.01%
+50
28 29
30
31 32