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
851
$739 ﹤0.01%
3
852
$728 ﹤0.01%
10
853
$693 ﹤0.01%
12
854
$688 ﹤0.01%
3
855
$686 ﹤0.01%
9
856
$683 ﹤0.01%
6
857
$682 ﹤0.01%
10
858
$677 ﹤0.01%
13
859
$671 ﹤0.01%
5
860
$663 ﹤0.01%
33
861
$659 ﹤0.01%
6
862
$627 ﹤0.01%
33
863
$580 ﹤0.01%
3
864
$546 ﹤0.01%
4
865
$541 ﹤0.01%
8
866
$452 ﹤0.01%
5
867
$452 ﹤0.01%
26
868
$445 ﹤0.01%
5
869
$437 ﹤0.01%
18
-2,356
870
$370 ﹤0.01%
9
871
$366 ﹤0.01%
5
-126
872
$362 ﹤0.01%
7
873
$357 ﹤0.01%
2
874
$315 ﹤0.01%
7
875
$293 ﹤0.01%
7
33 34
35
36 37