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
$671M
AUM Growth
+$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
980
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$5.65M
3
+$3.78M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.36M
5
IPAC icon
iShares Core MSCI Pacific ETF
IPAC
+$3.1M

Top Sells

1
+$5.82M
2
+$5.54M
3
+$5.18M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$3.91M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$3.61M

Sector Composition

1 Technology 12.63%
2 Financials 5.66%
3 Healthcare 4.82%
4 Consumer Staples 4.16%
5 Consumer Discretionary 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$7.43K ﹤0.01%
73
727
$7.42K ﹤0.01%
56
728
$7.39K ﹤0.01%
72
-2,238
729
$7.38K ﹤0.01%
159
730
$7.29K ﹤0.01%
300
731
$7.27K ﹤0.01%
200
+170
732
$7.23K ﹤0.01%
120
733
$7.15K ﹤0.01%
50
734
$7K ﹤0.01%
49
-67
735
$7K ﹤0.01%
300
736
$6.98K ﹤0.01%
200
737
$6.95K ﹤0.01%
750
+450
738
$6.94K ﹤0.01%
50
739
$6.89K ﹤0.01%
29
740
$6.84K ﹤0.01%
+1,000
741
$6.76K ﹤0.01%
264
742
$6.75K ﹤0.01%
100
743
$6.63K ﹤0.01%
1,000
744
$6.59K ﹤0.01%
+364
745
$6.47K ﹤0.01%
18
746
$6.44K ﹤0.01%
107
747
$6.32K ﹤0.01%
80
748
$6.29K ﹤0.01%
400
749
$6.18K ﹤0.01%
150
750
$6.07K ﹤0.01%
100
28 29
30
31 32