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
$597M
AUM Growth
+$82.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
974
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$5.46M
3
+$4.11M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$3.97M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.13M

Top Sells

1
+$5.05M
2
+$2.49M
3
+$1.18M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.1M
5
MSCI icon
MSCI
MSCI
+$905K

Sector Composition

1 Technology 13.53%
2 Financials 7.05%
3 Healthcare 5.18%
4 Consumer Discretionary 4.3%
5 Consumer Staples 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$2.94K ﹤0.01%
+62
827
$2.88K ﹤0.01%
+10
828
$2.87K ﹤0.01%
+24
829
$2.86K ﹤0.01%
+105
830
$2.62K ﹤0.01%
+30
831
$2.53K ﹤0.01%
241
-9,443
832
$2.47K ﹤0.01%
+46
833
$2.42K ﹤0.01%
+15
834
$2.41K ﹤0.01%
+3
835
$2.38K ﹤0.01%
133
836
$2.34K ﹤0.01%
+12
837
$2.31K ﹤0.01%
+37
838
$2.21K ﹤0.01%
50
839
$2.15K ﹤0.01%
+9
840
$2.08K ﹤0.01%
114
841
$2.07K ﹤0.01%
+9
842
$2.06K ﹤0.01%
+28
843
$1.98K ﹤0.01%
22
844
$1.94K ﹤0.01%
+3
845
$1.84K ﹤0.01%
24
846
$1.83K ﹤0.01%
+43
847
$1.83K ﹤0.01%
20
848
$1.82K ﹤0.01%
+7
849
$1.8K ﹤0.01%
+19
850
$1.67K ﹤0.01%
+100
32 33
34
35 36