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
76
$1.91M 0.28%
32,367
+4,321
77
$1.86M 0.28%
29,300
+1,524
78
$1.82M 0.27%
3,918
-477
79
$1.81M 0.27%
11,678
-140
80
$1.74M 0.26%
7,497
-28
81
$1.7M 0.25%
16,036
-5,679
82
$1.7M 0.25%
10,102
+54
83
$1.67M 0.25%
3,832
-392
84
$1.67M 0.25%
10,219
+10,171
85
$1.58M 0.24%
26,968
+1,771
86
$1.58M 0.24%
7,028
-250
87
$1.52M 0.23%
16,320
-2,816
88
$1.49M 0.22%
55,452
-180
89
$1.46M 0.22%
3,383
-104
90
$1.38M 0.21%
41,815
-10,898
91
$1.37M 0.2%
8,473
-30
92
$1.36M 0.2%
31,655
-62
93
$1.32M 0.2%
+26,123
94
$1.31M 0.2%
34,852
+4,011
95
$1.29M 0.19%
2,575
-88
96
$1.2M 0.18%
13,716
+1,923
97
$1.19M 0.18%
3,118
-722
98
$1.16M 0.17%
9,674
+431
99
$1.16M 0.17%
1,780
-500
100
$1.16M 0.17%
7,317
2 3
4
5 6