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
$691M
AUM Growth
+$83.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$6.13M
3
+$4.88M
4
VFH icon
Vanguard Financials ETF
VFH
+$2.46M
5
MSFT icon
Microsoft
MSFT
+$1.79M

Top Sells

1
+$6.27M
2
+$4.39M
3
+$3.51M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.59M
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$1.21M

Sector Composition

1 Technology 12.09%
2 Consumer Staples 7.51%
3 Financials 6.26%
4 Healthcare 4.97%
5 Consumer Discretionary 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$1.81K ﹤0.01%
4
752
$1.65K ﹤0.01%
10
753
$1.57K ﹤0.01%
45
754
$1.56K ﹤0.01%
45
755
$1.56K ﹤0.01%
+19
756
$1.32K ﹤0.01%
28
757
$1.31K ﹤0.01%
5
758
$1.15K ﹤0.01%
7
759
$1.14K ﹤0.01%
17
760
$1.08K ﹤0.01%
11
761
$1.05K ﹤0.01%
14
762
$1.01K ﹤0.01%
300
763
$969 ﹤0.01%
7
764
$895 ﹤0.01%
+26
765
$895 ﹤0.01%
5
766
$859 ﹤0.01%
30
767
$835 ﹤0.01%
12
768
$760 ﹤0.01%
6
769
$720 ﹤0.01%
19,316
+1,912
770
$700 ﹤0.01%
400
771
$685 ﹤0.01%
5
772
$662 ﹤0.01%
9
773
$636 ﹤0.01%
5
774
$620 ﹤0.01%
6
775
$571 ﹤0.01%
10
29 30
31
32 33