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
801
$699 ﹤0.01%
12
802
$694 ﹤0.01%
3
803
$662 ﹤0.01%
7
804
$656 ﹤0.01%
10
805
$631 ﹤0.01%
6
806
$622 ﹤0.01%
15
807
$614 ﹤0.01%
6
808
$578 ﹤0.01%
9
809
$558 ﹤0.01%
13
810
$558 ﹤0.01%
6
811
$519 ﹤0.01%
5
812
$513 ﹤0.01%
+484
813
$491 ﹤0.01%
16
814
$470 ﹤0.01%
3
815
$462 ﹤0.01%
4
-39
816
$444 ﹤0.01%
5
817
$417 ﹤0.01%
26
818
$407 ﹤0.01%
6
819
$348 ﹤0.01%
75
820
$290 ﹤0.01%
9
821
$274 ﹤0.01%
3
822
$248 ﹤0.01%
19
823
$183 ﹤0.01%
3
824
$175 ﹤0.01%
7
825
$165 ﹤0.01%
9
31 32
33
34 35