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
$333M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$2.12M
3
+$2.1M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.44M
5
DIS icon
Walt Disney
DIS
+$1.43M

Top Sells

1
+$3.12M
2
+$1.36M
3
+$972K
4
GSK icon
GSK
GSK
+$792K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$742K

Sector Composition

1 Technology 9.98%
2 Financials 8.48%
3 Consumer Staples 7.76%
4 Healthcare 6.46%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.19M 0.36%
13,688
+1,019
77
$1.18M 0.36%
62,811
+3,792
78
$1.18M 0.35%
22,842
-18,854
79
$1.18M 0.35%
29,675
+391
80
$1.18M 0.35%
13,649
+1,603
81
$1.16M 0.35%
6,799
+6,272
82
$1.16M 0.35%
46,101
+19,140
83
$1.12M 0.34%
121,758
-2,184
84
$1.1M 0.33%
39,638
+4,991
85
$1.08M 0.33%
4,981
+1,460
86
$1.05M 0.32%
19,122
+1,210
87
$1.05M 0.32%
11,640
-8,229
88
$1.04M 0.31%
50,642
+7,252
89
$1.03M 0.31%
6,126
90
$1.01M 0.31%
13,580
-228
91
$1.01M 0.3%
7,803
-10,514
92
$986K 0.3%
7,176
93
$980K 0.29%
18,151
+942
94
$965K 0.29%
52,851
95
$956K 0.29%
21,439
+655
96
$952K 0.29%
+5,600
97
$935K 0.28%
+300
98
$930K 0.28%
6,917
+594
99
$918K 0.28%
45,946
+34,750
100
$911K 0.27%
31,932
+1,630
2 3
4
5 6