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
State Street Industrial Select Sector SPDR ETF
XLI
+$1.02M
5
XLF icon
State Street Financial Select Sector SPDR ETF
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
State Street Technology Select Sector SPDR ETF
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
726
$7.08K ﹤0.01%
27
727
$7.01K ﹤0.01%
+48
728
$6.89K ﹤0.01%
240
729
$6.84K ﹤0.01%
60
-12
730
$6.83K ﹤0.01%
628
731
$6.76K ﹤0.01%
300
732
$6.7K ﹤0.01%
100
733
$6.48K ﹤0.01%
+124
734
$6.45K ﹤0.01%
107
735
$6.44K ﹤0.01%
1,000
736
$6.39K ﹤0.01%
129
-877
737
$6.37K ﹤0.01%
+37
738
$6.33K ﹤0.01%
727
739
$6.32K ﹤0.01%
47
740
$6.31K ﹤0.01%
200
741
$6.25K ﹤0.01%
+21
742
$6.17K ﹤0.01%
135
-510
743
$6.15K ﹤0.01%
56
744
$6.07K ﹤0.01%
229
+124
745
$6.04K ﹤0.01%
49
746
$6.03K ﹤0.01%
70
747
$5.98K ﹤0.01%
73
748
$5.97K ﹤0.01%
80
749
$5.93K ﹤0.01%
50
750
$5.91K ﹤0.01%
+587
28 29
30
31 32