ACA

Atlas Capital Advisors Portfolio holdings

AUM $898M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$819M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$3.94M
3
+$3.85M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.61M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.17M

Top Sells

1
+$4.11M
2
+$3.75M
3
+$3.45M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.18M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.76M

Sector Composition

1 Technology 10.77%
2 Financials 8.99%
3 Consumer Staples 7.23%
4 Healthcare 4.02%
5 Communication Services 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
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