ACA

Atlas Capital Advisors Portfolio holdings

AUM $898M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$819M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$3.94M
3
+$3.85M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.61M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.17M

Top Sells

1
+$4.11M
2
+$3.75M
3
+$3.45M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.18M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.76M

Sector Composition

1 Technology 10.77%
2 Financials 8.99%
3 Consumer Staples 7.23%
4 Healthcare 4.02%
5 Communication Services 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$4.17K ﹤0.01%
9
727
$4.01K ﹤0.01%
54
728
$4.01K ﹤0.01%
57
729
$3.93K ﹤0.01%
7
730
$3.9K ﹤0.01%
189
731
$3.71K ﹤0.01%
113
732
$3.67K ﹤0.01%
70
-146
733
$3.58K ﹤0.01%
200
-1,302
734
$3.56K ﹤0.01%
16
735
$3.41K ﹤0.01%
153
736
$3.35K ﹤0.01%
49
737
$3.34K ﹤0.01%
47
-2,100
738
$3.33K ﹤0.01%
53
739
$3.3K ﹤0.01%
546
-47,144
740
$3.24K ﹤0.01%
12
-13
741
$3.22K ﹤0.01%
300
742
$3.13K ﹤0.01%
+33
743
$3.13K ﹤0.01%
31
744
$3.12K ﹤0.01%
3
745
$3.03K ﹤0.01%
129
746
$2.96K ﹤0.01%
24
747
$2.93K ﹤0.01%
36
-184
748
$2.91K ﹤0.01%
300
749
$2.89K ﹤0.01%
82
750
$2.88K ﹤0.01%
323
28 29
30
31 32