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
$595M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
987
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$8.45M
3
+$5.64M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.64M
5
ARHS icon
Arhaus
ARHS
+$2.62M

Top Sells

1
+$9.44M
2
+$4.12M
3
+$3.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.77M
5
ACEL icon
Accel Entertainment
ACEL
+$2.29M

Sector Composition

1 Technology 9.89%
2 Consumer Staples 9.24%
3 Healthcare 6.76%
4 Financials 6.55%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$5.36K ﹤0.01%
25
727
$5.28K ﹤0.01%
16
728
$5.21K ﹤0.01%
30
729
$5.19K ﹤0.01%
104
730
$5.09K ﹤0.01%
110
731
$4.98K ﹤0.01%
31
732
$4.85K ﹤0.01%
89
733
$4.82K ﹤0.01%
147
-379
734
$4.81K ﹤0.01%
1,188
735
$4.66K ﹤0.01%
35
736
$4.44K ﹤0.01%
183
737
$4.37K ﹤0.01%
587
738
$4.34K ﹤0.01%
59
739
$4.25K ﹤0.01%
30
740
$4.2K ﹤0.01%
70
741
$4.19K ﹤0.01%
44
742
$4.12K ﹤0.01%
213
743
$4.03K ﹤0.01%
2
744
$3.98K ﹤0.01%
195
745
$3.75K ﹤0.01%
103
746
$3.74K ﹤0.01%
20
747
$3.74K ﹤0.01%
12
748
$3.69K ﹤0.01%
+65
749
$3.69K ﹤0.01%
18
750
$3.54K ﹤0.01%
120
28 29
30
31 32