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
$595M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
987
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$8.45M
3
+$5.64M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.64M
5
ARHS icon
Arhaus
ARHS
+$2.62M

Top Sells

1
+$9.44M
2
+$4.12M
3
+$3.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.77M
5
ACEL icon
Accel Entertainment
ACEL
+$2.29M

Sector Composition

1 Technology 9.89%
2 Consumer Staples 9.24%
3 Healthcare 6.76%
4 Financials 6.55%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1.84K ﹤0.01%
194
-1,151
777
$1.81K ﹤0.01%
16
778
$1.78K ﹤0.01%
160
-200
779
$1.72K ﹤0.01%
28
780
$1.71K ﹤0.01%
27
781
$1.67K ﹤0.01%
3
782
$1.53K ﹤0.01%
20
783
$1.4K ﹤0.01%
10
784
$1.39K ﹤0.01%
896
785
$1.37K ﹤0.01%
183
786
$1.36K ﹤0.01%
40
787
$1.32K ﹤0.01%
+46
788
$1.23K ﹤0.01%
21
789
$1.21K ﹤0.01%
50
790
$1.2K ﹤0.01%
11
791
$1.1K ﹤0.01%
5
792
$1.08K ﹤0.01%
14
-518
793
$1.04K ﹤0.01%
12
-44
794
$968 ﹤0.01%
7
795
$966 ﹤0.01%
300
796
$875 ﹤0.01%
7
797
$826 ﹤0.01%
11
798
$821 ﹤0.01%
30
799
$793 ﹤0.01%
17
800
$754 ﹤0.01%
11
30 31
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33 34