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
$597M
AUM Growth
+$82.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
974
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$5.46M
3
+$4.11M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$3.97M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.13M

Top Sells

1
+$5.05M
2
+$2.49M
3
+$1.18M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.1M
5
MSCI icon
MSCI
MSCI
+$905K

Sector Composition

1 Technology 13.53%
2 Financials 7.05%
3 Healthcare 5.18%
4 Consumer Discretionary 4.3%
5 Consumer Staples 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$9.14K ﹤0.01%
200
727
$9.09K ﹤0.01%
33
728
$8.97K ﹤0.01%
+628
729
$8.96K ﹤0.01%
+272
730
$8.88K ﹤0.01%
200
+50
731
$8.86K ﹤0.01%
769
732
$8.82K ﹤0.01%
+18
733
$8.77K ﹤0.01%
1,000
734
$8.61K ﹤0.01%
107
+7
735
$8.57K ﹤0.01%
500
736
$8.53K ﹤0.01%
150
737
$8.52K ﹤0.01%
33
738
$8.43K ﹤0.01%
40
739
$8.37K ﹤0.01%
46
+4
740
$8.35K ﹤0.01%
200
741
$8.35K ﹤0.01%
650
742
$8.32K ﹤0.01%
57
+7
743
$7.93K ﹤0.01%
+48
744
$7.85K ﹤0.01%
300
745
$7.85K ﹤0.01%
177
+21
746
$7.82K ﹤0.01%
35
+5
747
$7.82K ﹤0.01%
80
748
$7.8K ﹤0.01%
56
+6
749
$7.77K ﹤0.01%
100
750
$7.73K ﹤0.01%
330
28 29
30
31 32