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
$636M
AUM Growth
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$4.2M
3
+$3.42M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.18M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.99M

Top Sells

1
+$6.45M
2
+$1.94M
3
+$1.72M
4
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$1.61M
5
VDE icon
Vanguard Energy ETF
VDE
+$1.6M

Sector Composition

1 Technology 12.26%
2 Consumer Staples 8.47%
3 Financials 6.88%
4 Healthcare 5.22%
5 Consumer Discretionary 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$2.22K ﹤0.01%
200
752
$2.21K ﹤0.01%
3
753
$2.15K ﹤0.01%
16
754
$2.09K ﹤0.01%
114
755
$2.07K ﹤0.01%
3
756
$1.92K ﹤0.01%
138
757
$1.88K ﹤0.01%
896
758
$1.88K ﹤0.01%
24
759
$1.85K ﹤0.01%
16
760
$1.84K ﹤0.01%
29
761
$1.81K ﹤0.01%
25
-1,025
762
$1.78K ﹤0.01%
14
763
$1.71K ﹤0.01%
27
764
$1.56K ﹤0.01%
28
765
$1.45K ﹤0.01%
10
766
$1.35K ﹤0.01%
45
-643
767
$1.27K ﹤0.01%
21
768
$1.24K ﹤0.01%
11
769
$1.23K ﹤0.01%
+55
770
$1.22K ﹤0.01%
5
771
$1.09K ﹤0.01%
7
772
$1.06K ﹤0.01%
12
773
$1.06K ﹤0.01%
14
774
$903 ﹤0.01%
300
775
$886 ﹤0.01%
11
29 30
31
32 33