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
$549M
AUM Growth
-$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,056
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.38M
3
+$3M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.97M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.69M

Top Sells

1
+$4.16M
2
+$2.52M
3
+$2.41M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.1M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.93M

Sector Composition

1 Technology 10.96%
2 Consumer Staples 8.55%
3 Healthcare 5.93%
4 Financials 4.83%
5 Consumer Discretionary 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$4.24K ﹤0.01%
89
752
$4.17K ﹤0.01%
25
-65
753
$4.07K ﹤0.01%
1,188
-1,300
754
$4.07K ﹤0.01%
183
755
$4.05K ﹤0.01%
195
-2,072
756
$4.04K ﹤0.01%
+425
757
$3.95K ﹤0.01%
587
758
$3.91K ﹤0.01%
396
759
$3.91K ﹤0.01%
35
760
$3.91K ﹤0.01%
47
761
$3.86K ﹤0.01%
18
-646
762
$3.77K ﹤0.01%
44
-150
763
$3.75K ﹤0.01%
+2,097
764
$3.74K ﹤0.01%
20
765
$3.72K ﹤0.01%
45
766
$3.56K ﹤0.01%
187
-450
767
$3.56K ﹤0.01%
59
768
$3.56K ﹤0.01%
213
-2,475
769
$3.54K ﹤0.01%
26
-109
770
$3.51K ﹤0.01%
103
771
$3.43K ﹤0.01%
+244
772
$3.41K ﹤0.01%
95
-265
773
$3.29K ﹤0.01%
2
-35
774
$3.28K ﹤0.01%
117
775
$3.27K ﹤0.01%
30
29 30
31
32 33