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
$549M
AUM Growth
-$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,056
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.38M
3
+$3M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.97M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.69M

Top Sells

1
+$4.16M
2
+$2.52M
3
+$2.41M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.1M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.93M

Sector Composition

1 Technology 10.96%
2 Consumer Staples 8.55%
3 Healthcare 5.93%
4 Financials 4.83%
5 Consumer Discretionary 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$5.91K ﹤0.01%
67
727
$5.89K ﹤0.01%
42
728
$5.67K ﹤0.01%
1,417
729
$5.62K ﹤0.01%
252
-9,461
730
$5.62K ﹤0.01%
336
-9,437
731
$5.59K ﹤0.01%
102
732
$5.59K ﹤0.01%
27
733
$5.5K ﹤0.01%
112
-112
734
$5.43K ﹤0.01%
+675
735
$5.34K ﹤0.01%
215
-216
736
$5.33K ﹤0.01%
187
737
$5.28K ﹤0.01%
+16
738
$5.14K ﹤0.01%
756
-4,963
739
$5.07K ﹤0.01%
31
-300
740
$4.83K ﹤0.01%
43
741
$4.76K ﹤0.01%
29
-100
742
$4.75K ﹤0.01%
166
-1,500
743
$4.71K ﹤0.01%
97
-46
744
$4.71K ﹤0.01%
260
745
$4.62K ﹤0.01%
48
746
$4.52K ﹤0.01%
56
+38
747
$4.48K ﹤0.01%
30
-77
748
$4.37K ﹤0.01%
104
-170
749
$4.33K ﹤0.01%
70
750
$4.26K ﹤0.01%
110
-700
28 29
30
31 32