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
$671M
AUM Growth
+$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
980
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$5.65M
3
+$3.78M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.36M
5
IPAC icon
iShares Core MSCI Pacific ETF
IPAC
+$3.1M

Top Sells

1
+$5.82M
2
+$5.54M
3
+$5.18M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$3.91M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$3.61M

Sector Composition

1 Technology 12.63%
2 Financials 5.66%
3 Healthcare 4.82%
4 Consumer Staples 4.16%
5 Consumer Discretionary 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$4.15K ﹤0.01%
10
777
$4.1K ﹤0.01%
48
778
$4.07K ﹤0.01%
62
779
$4.04K ﹤0.01%
24
780
$3.93K ﹤0.01%
386
-3,714
781
$3.92K ﹤0.01%
406
782
$3.87K ﹤0.01%
11
783
$3.65K ﹤0.01%
250
784
$3.62K ﹤0.01%
12
785
$3.57K ﹤0.01%
200
786
$3.54K ﹤0.01%
20
787
$3.53K ﹤0.01%
53
788
$3.38K ﹤0.01%
19
789
$3.3K ﹤0.01%
34
790
$3.27K ﹤0.01%
100
791
$3.19K ﹤0.01%
200
792
$3.18K ﹤0.01%
100
793
$3.13K ﹤0.01%
250
+150
794
$3.04K ﹤0.01%
10
795
$2.73K ﹤0.01%
105
796
$2.69K ﹤0.01%
46
797
$2.65K ﹤0.01%
28
-300
798
$2.63K ﹤0.01%
9
799
$2.54K ﹤0.01%
3
800
$2.5K ﹤0.01%
12
30 31
32
33 34