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
826
$1.55K ﹤0.01%
3
827
$1.54K ﹤0.01%
16
828
$1.47K ﹤0.01%
10
829
$1.47K ﹤0.01%
61
830
$1.38K ﹤0.01%
20
831
$1.37K ﹤0.01%
6
832
$1.36K ﹤0.01%
15
833
$1.19K ﹤0.01%
17
834
$1.17K ﹤0.01%
+42
835
$1.17K ﹤0.01%
10
836
$1.17K ﹤0.01%
133
837
$1.12K ﹤0.01%
30
838
$1.1K ﹤0.01%
5
839
$1.09K ﹤0.01%
7
840
$1.09K ﹤0.01%
8
841
$1.08K ﹤0.01%
17
842
$1.01K ﹤0.01%
11
843
$992 ﹤0.01%
21
844
$943 ﹤0.01%
4
845
$933 ﹤0.01%
+9
846
$925 ﹤0.01%
14
847
$914 ﹤0.01%
9
848
$841 ﹤0.01%
119
849
$830 ﹤0.01%
9
-1,285
850
$830 ﹤0.01%
4
32 33
34
35 36