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
$549M
AUM Growth
-$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,056
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.38M
3
+$3M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.97M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.69M

Top Sells

1
+$4.16M
2
+$2.52M
3
+$2.41M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.1M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.93M

Sector Composition

1 Technology 10.96%
2 Consumer Staples 8.55%
3 Healthcare 5.93%
4 Financials 4.83%
5 Consumer Discretionary 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$3.2K ﹤0.01%
47
-350
777
$3.02K ﹤0.01%
12
778
$3.02K ﹤0.01%
400
779
$2.98K ﹤0.01%
360
780
$2.96K ﹤0.01%
68
-250
781
$2.83K ﹤0.01%
12
782
$2.81K ﹤0.01%
34
783
$2.79K ﹤0.01%
198
784
$2.73K ﹤0.01%
896
785
$2.66K ﹤0.01%
19
-50
786
$2.66K ﹤0.01%
12
-50
787
$2.59K ﹤0.01%
129
-1,214
788
$2.56K ﹤0.01%
+169
789
$2.48K ﹤0.01%
468
790
$2.44K ﹤0.01%
64
791
$2.44K ﹤0.01%
24
792
$2.43K ﹤0.01%
40
-100
793
$2.39K ﹤0.01%
200
794
$2.09K ﹤0.01%
14
795
$2.08K ﹤0.01%
14
-60
796
$1.99K ﹤0.01%
54
797
$1.94K ﹤0.01%
28
798
$1.92K ﹤0.01%
40
799
$1.89K ﹤0.01%
138
800
$1.88K ﹤0.01%
183
30 31
32
33 34