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
$671M
AUM Growth
+$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
980
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$5.65M
3
+$3.78M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.36M
5
IPAC icon
iShares Core MSCI Pacific ETF
IPAC
+$3.1M

Top Sells

1
+$5.82M
2
+$5.54M
3
+$5.18M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$3.91M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$3.61M

Sector Composition

1 Technology 12.63%
2 Financials 5.66%
3 Healthcare 4.82%
4 Consumer Staples 4.16%
5 Consumer Discretionary 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$5.94K ﹤0.01%
240
752
$5.88K ﹤0.01%
650
753
$5.83K ﹤0.01%
45
754
$5.65K ﹤0.01%
183
755
$5.62K ﹤0.01%
20
-29
756
$5.6K ﹤0.01%
60
-248
757
$5.47K ﹤0.01%
20
758
$5.36K ﹤0.01%
500
759
$5.18K ﹤0.01%
39
760
$5.11K ﹤0.01%
70
761
$5.1K ﹤0.01%
2,000
762
$5.05K ﹤0.01%
75
763
$4.88K ﹤0.01%
48
-9
764
$4.87K ﹤0.01%
100
765
$4.83K ﹤0.01%
450
766
$4.79K ﹤0.01%
100
767
$4.76K ﹤0.01%
100
768
$4.53K ﹤0.01%
200
769
$4.46K ﹤0.01%
30
-1,117
770
$4.42K ﹤0.01%
1,108
-1,058
771
$4.4K ﹤0.01%
60
-40
772
$4.37K ﹤0.01%
300
773
$4.3K ﹤0.01%
8
774
$4.22K ﹤0.01%
12
775
$4.21K ﹤0.01%
75
-221
29 30
31
32 33