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
$644M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$5.94M
3
+$1.25M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.02M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1M

Top Sells

1
+$6.29M
2
+$3.59M
3
+$3.37M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.5M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.31M

Sector Composition

1 Technology 12.93%
2 Healthcare 5.82%
3 Financials 5.51%
4 Consumer Staples 4.22%
5 Consumer Discretionary 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$5.84K ﹤0.01%
100
752
$5.83K ﹤0.01%
35
+33
753
$5.67K ﹤0.01%
100
754
$5.57K ﹤0.01%
425
755
$5.52K ﹤0.01%
200
756
$5.5K ﹤0.01%
+25
757
$5.39K ﹤0.01%
100
758
$5.3K ﹤0.01%
45
759
$5.2K ﹤0.01%
1,000
760
$5.16K ﹤0.01%
400
761
$5.08K ﹤0.01%
60
762
$5.04K ﹤0.01%
183
763
$4.98K ﹤0.01%
33
764
$4.96K ﹤0.01%
+31
765
$4.96K ﹤0.01%
50
766
$4.93K ﹤0.01%
75
767
$4.92K ﹤0.01%
200
768
$4.82K ﹤0.01%
2,000
769
$4.76K ﹤0.01%
60
770
$4.74K ﹤0.01%
66
+46
771
$4.72K ﹤0.01%
360
-4
772
$4.71K ﹤0.01%
56
+42
773
$4.71K ﹤0.01%
+1,300
774
$4.69K ﹤0.01%
100
775
$4.5K ﹤0.01%
12
29 30
31
32 33