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
$800M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,037
New
Increased
Reduced
Closed

Top Buys

1 +$12.2M
2 +$6.04M
3 +$4.4M
4
FLCH icon
Franklin FTSE China ETF
FLCH
+$3.32M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.4M

Sector Composition

1 Technology 9.5%
2 Financials 9.05%
3 Consumer Staples 8.02%
4 Healthcare 4.9%
5 Communication Services 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EWQ icon
801
iShares MSCI France ETF
EWQ
$397M
$1.47K ﹤0.01%
+37
DRI icon
802
Darden Restaurants
DRI
$20.7B
$1.45K ﹤0.01%
7
GRAB icon
803
Grab
GRAB
$24.7B
$1.36K ﹤0.01%
300
BTC
804
Grayscale Bitcoin Mini Trust ETF
BTC
$4.66B
$1.35K ﹤0.01%
37
BXP icon
805
Boston Properties
BXP
$11.2B
$1.34K ﹤0.01%
20
-157
WY icon
806
Weyerhaeuser
WY
$16.2B
$1.32K ﹤0.01%
45
ITW icon
807
Illinois Tool Works
ITW
$70.5B
$1.24K ﹤0.01%
5
MAS icon
808
Masco
MAS
$13.2B
$1.18K ﹤0.01%
17
WM icon
809
Waste Management
WM
$79.3B
$1.16K ﹤0.01%
5
INDA icon
810
iShares MSCI India ETF
INDA
$9.54B
$1.03K ﹤0.01%
+20
EIRL icon
811
iShares MSCI Ireland ETF
EIRL
$61.6M
$1K ﹤0.01%
+17
SRE icon
812
Sempra
SRE
$60.4B
$999 ﹤0.01%
14
PAVE icon
813
Global X US Infrastructure Development ETF
PAVE
$9.68B
$980 ﹤0.01%
26
EWY icon
814
iShares MSCI South Korea ETF
EWY
$7.07B
$918 ﹤0.01%
+17
MTB icon
815
M&T Bank
MTB
$28.1B
$893 ﹤0.01%
5
CINF icon
816
Cincinnati Financial
CINF
$24B
$886 ﹤0.01%
6
DOV icon
817
Dover
DOV
$24.4B
$878 ﹤0.01%
5
EWI icon
818
iShares MSCI Italy ETF
EWI
$738M
$846 ﹤0.01%
+20
SWK icon
819
Stanley Black & Decker
SWK
$10.3B
$845 ﹤0.01%
11
EWP icon
820
iShares MSCI Spain ETF
EWP
$1.43B
$837 ﹤0.01%
+22
GPC icon
821
Genuine Parts
GPC
$17.2B
$833 ﹤0.01%
7
ALLE icon
822
Allegion
ALLE
$14.2B
$782 ﹤0.01%
6
PVH icon
823
PVH
PVH
$3.69B
$711 ﹤0.01%
11
-417
EWN icon
824
iShares MSCI Netherlands ETF
EWN
$311M
$700 ﹤0.01%
+15
ERUS
825
DELISTED
iShares MSCI Russia ETF
ERUS
$697 ﹤0.01%
18,713
+12