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
801
$2.45K ﹤0.01%
37
802
$2.41K ﹤0.01%
50
803
$2.32K ﹤0.01%
241
804
$2.27K ﹤0.01%
22
805
$2.23K ﹤0.01%
114
806
$2.22K ﹤0.01%
19
807
$2.22K ﹤0.01%
30
808
$2.2K ﹤0.01%
28
809
$2.18K ﹤0.01%
468
810
$2.14K ﹤0.01%
+300
811
$2.07K ﹤0.01%
11
812
$1.98K ﹤0.01%
15
813
$1.93K ﹤0.01%
43
814
$1.91K ﹤0.01%
22
815
$1.91K ﹤0.01%
3
816
$1.88K ﹤0.01%
8
817
$1.87K ﹤0.01%
7
818
$1.82K ﹤0.01%
24
819
$1.81K ﹤0.01%
20
820
$1.77K ﹤0.01%
16
821
$1.77K ﹤0.01%
25
822
$1.71K ﹤0.01%
150
-50
823
$1.7K ﹤0.01%
29
824
$1.6K ﹤0.01%
500
825
$1.56K ﹤0.01%
30
31 32
33
34 35