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ACA

Atlas Capital Advisors Portfolio holdings

AUM $875M
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
$875M
AUM Growth
-$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$1.66M
3
+$1.59M
4
FSTA icon
Fidelity MSCI Consumer Staples Index ETF
FSTA
+$1.4M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$996K

Top Sells

1
+$3.07M
2
+$2.54M
3
+$2.1M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.8M
5
HOOD icon
Robinhood
HOOD
+$1.72M

Sector Composition

1 Technology 10.93%
2 Financials 7.9%
3 Consumer Staples 6.39%
4 Healthcare 5.16%
5 Communication Services 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCHI icon
751
iShares MSCI China ETF
MCHI
$6.22B
$5.45K ﹤0.01%
97
-51
LYFT icon
752
Lyft
LYFT
$5.42B
$5.07K ﹤0.01%
381
DAVEW icon
753
Dave Inc Warrants
DAVEW
$14.2M
$4.92K ﹤0.01%
16,399
CHRW icon
754
C.H. Robinson
CHRW
$22.3B
$4.82K ﹤0.01%
29
EWY icon
755
iShares MSCI South Korea ETF
EWY
$24.4B
$4.8K ﹤0.01%
39
+4
ADSK icon
756
Autodesk
ADSK
$42.5B
$4.79K ﹤0.01%
20
EWL icon
757
iShares MSCI Switzerland ETF
EWL
$1.91B
$4.47K ﹤0.01%
76
+7
WEC icon
758
WEC Energy
WEC
$37.4B
$4.4K ﹤0.01%
38
+31
BIV icon
759
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$4.32K ﹤0.01%
56
+30
MDLZ icon
760
Mondelez International
MDLZ
$79.8B
$4.15K ﹤0.01%
+72
CW icon
761
Curtiss-Wright
CW
$28.2B
$4.09K ﹤0.01%
6
RITM icon
762
Rithm Capital
RITM
$5.21B
$3.9K ﹤0.01%
411
-1,174
WMB icon
763
Williams Companies
WMB
$87.4B
$3.86K ﹤0.01%
53
PDP icon
764
Invesco Dorsey Wright Momentum ETF
PDP
$1.62B
$3.74K ﹤0.01%
31
SRE icon
765
Sempra
SRE
$60B
$3.6K ﹤0.01%
37
+23
EVR icon
766
Evercore
EVR
$14.5B
$3.58K ﹤0.01%
12
BWXT icon
767
BWX Technologies
BWXT
$18B
$3.48K ﹤0.01%
17
AME icon
768
Ametek
AME
$53.2B
$3.43K ﹤0.01%
16
XPEV icon
769
XPeng
XPEV
$13.2B
$3.42K ﹤0.01%
200
BFAM icon
770
Bright Horizons
BFAM
$3.41B
$3.29K ﹤0.01%
40
GWW icon
771
W.W. Grainger
GWW
$62.3B
$3.27K ﹤0.01%
3
BRO icon
772
Brown & Brown
BRO
$20.2B
$3.27K ﹤0.01%
50
CF icon
773
CF Industries
CF
$16.2B
$3.25K ﹤0.01%
25
PLD icon
774
Prologis
PLD
$136B
$3.17K ﹤0.01%
24
UPS icon
775
United Parcel Service
UPS
$93.5B
$3.05K ﹤0.01%
31
29 30
31
32 33