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
$595M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
987
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$8.45M
3
+$5.64M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.64M
5
ARHS icon
Arhaus
ARHS
+$2.62M

Top Sells

1
+$9.44M
2
+$4.12M
3
+$3.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.77M
5
ACEL icon
Accel Entertainment
ACEL
+$2.29M

Sector Composition

1 Technology 9.89%
2 Consumer Staples 9.24%
3 Healthcare 6.76%
4 Financials 6.55%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$3.48K ﹤0.01%
24
-22
752
$3.39K ﹤0.01%
34
753
$3.36K ﹤0.01%
45
754
$3.36K ﹤0.01%
47
755
$3.21K ﹤0.01%
199
-137
756
$2.98K ﹤0.01%
198
757
$2.93K ﹤0.01%
68
758
$2.91K ﹤0.01%
400
759
$2.9K ﹤0.01%
12
760
$2.83K ﹤0.01%
19
761
$2.78K ﹤0.01%
129
762
$2.71K ﹤0.01%
24
763
$2.65K ﹤0.01%
64
764
$2.46K ﹤0.01%
38
-62
765
$2.24K ﹤0.01%
54
766
$2.21K ﹤0.01%
14
767
$2.17K ﹤0.01%
16
768
$2.13K ﹤0.01%
468
769
$2.05K ﹤0.01%
14
770
$2.03K ﹤0.01%
114
771
$1.99K ﹤0.01%
200
772
$1.96K ﹤0.01%
138
773
$1.91K ﹤0.01%
24
774
$1.91K ﹤0.01%
29
775
$1.89K ﹤0.01%
3
29 30
31
32 33