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
$691M
AUM Growth
+$83.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$6.13M
3
+$4.88M
4
VFH icon
Vanguard Financials ETF
VFH
+$2.46M
5
MSFT icon
Microsoft
MSFT
+$1.79M

Top Sells

1
+$6.27M
2
+$4.39M
3
+$3.51M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.59M
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$1.21M

Sector Composition

1 Technology 12.09%
2 Consumer Staples 7.51%
3 Financials 6.26%
4 Healthcare 4.97%
5 Consumer Discretionary 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$3.2K ﹤0.01%
24
727
$3.18K ﹤0.01%
+379
728
$3.17K ﹤0.01%
1,223
729
$3.1K ﹤0.01%
40
730
$3.04K ﹤0.01%
25
-54
731
$3.03K ﹤0.01%
3
732
$2.92K ﹤0.01%
200
733
$2.79K ﹤0.01%
1,417
734
$2.76K ﹤0.01%
14
735
$2.73K ﹤0.01%
64
736
$2.5K ﹤0.01%
129
737
$2.49K ﹤0.01%
3
738
$2.44K ﹤0.01%
8
739
$2.38K ﹤0.01%
22
-45
740
$2.35K ﹤0.01%
54
741
$2.35K ﹤0.01%
114
742
$2.25K ﹤0.01%
24
743
$2.21K ﹤0.01%
194
744
$2.18K ﹤0.01%
151
-84
745
$2.04K ﹤0.01%
29
746
$1.99K ﹤0.01%
25
747
$1.94K ﹤0.01%
16
748
$1.89K ﹤0.01%
468
749
$1.86K ﹤0.01%
138
750
$1.84K ﹤0.01%
53
28 29
30
31 32