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
$597M
AUM Growth
+$82.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
974
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$5.46M
3
+$4.11M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$3.97M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.13M

Top Sells

1
+$5.05M
2
+$2.49M
3
+$1.18M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.1M
5
MSCI icon
MSCI
MSCI
+$905K

Sector Composition

1 Technology 13.53%
2 Financials 7.05%
3 Healthcare 5.18%
4 Consumer Discretionary 4.3%
5 Consumer Staples 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$6.36K ﹤0.01%
1,000
777
$6.34K ﹤0.01%
+12
778
$6.06K ﹤0.01%
70
779
$6.01K ﹤0.01%
150
780
$5.93K ﹤0.01%
5
781
$5.92K ﹤0.01%
100
782
$5.92K ﹤0.01%
+104
783
$5.84K ﹤0.01%
+20
784
$5.81K ﹤0.01%
100
785
$5.52K ﹤0.01%
+18
786
$5.5K ﹤0.01%
80
-3,143
787
$5.49K ﹤0.01%
50
788
$5.48K ﹤0.01%
+115
789
$5.47K ﹤0.01%
200
790
$5.41K ﹤0.01%
114
791
$5.31K ﹤0.01%
100
792
$5.3K ﹤0.01%
200
793
$5.29K ﹤0.01%
500
794
$4.7K ﹤0.01%
200
-5,074
795
$4.67K ﹤0.01%
+3
796
$4.66K ﹤0.01%
+45
797
$4.63K ﹤0.01%
100
798
$4.59K ﹤0.01%
200
799
$4.43K ﹤0.01%
250
800
$4.39K ﹤0.01%
+39
30 31
32
33 34