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
$304M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.38M
3
+$1.35M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.26M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.23M

Top Sells

1
+$1.77M
2
+$1.25M
3
+$1.14M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.02M
5
WBA
Walgreens Boots Alliance
WBA
+$962K

Sector Composition

1 Technology 8.7%
2 Consumer Staples 8.34%
3 Financials 8.31%
4 Healthcare 7.72%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.02M 0.33%
6,126
+126
77
$1.01M 0.33%
30,302
-4,058
78
$1M 0.33%
4,399
+73
79
$1M 0.33%
34,647
+1,734
80
$978K 0.32%
47,057
-1,408
81
$976K 0.32%
7,842
-41
82
$973K 0.32%
12,046
+2,050
83
$966K 0.32%
4,844
+1,916
84
$941K 0.31%
17,912
+4,412
85
$935K 0.31%
+52,851
86
$908K 0.3%
+7,887
87
$906K 0.3%
43,390
+1,359
88
$877K 0.29%
6,523
-100
89
$874K 0.29%
17,209
-221
90
$862K 0.28%
116,783
+1,575
91
$860K 0.28%
35,238
-1,347
92
$859K 0.28%
3,521
+60
93
$858K 0.28%
20,784
+561
94
$847K 0.28%
+36,315
95
$845K 0.28%
+24,776
96
$836K 0.27%
23,183
+4,995
97
$825K 0.27%
23,665
+21,679
98
$806K 0.26%
+7,479
99
$793K 0.26%
2,525
100
$792K 0.26%
15,825
+11,629
2 3
4
5 6