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
$644M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$5.94M
3
+$1.25M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.02M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1M

Top Sells

1
+$6.29M
2
+$3.59M
3
+$3.37M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.5M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.31M

Sector Composition

1 Technology 12.93%
2 Healthcare 5.82%
3 Financials 5.51%
4 Consumer Staples 4.22%
5 Consumer Discretionary 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.85M 0.29%
3,618
+1,043
77
$1.84M 0.29%
15,571
+240
78
$1.8M 0.28%
49,587
+14,735
79
$1.8M 0.28%
49,345
-9,351
80
$1.78M 0.28%
10,752
+650
81
$1.75M 0.27%
29,300
82
$1.74M 0.27%
9,327
-892
83
$1.72M 0.27%
7,107
+79
84
$1.7M 0.26%
32,756
+389
85
$1.68M 0.26%
21,616
+5,296
86
$1.66M 0.26%
30,765
+12,755
87
$1.6M 0.25%
11,678
88
$1.59M 0.25%
31,573
+5,450
89
$1.56M 0.24%
7,372
-125
90
$1.54M 0.24%
4,206
+823
91
$1.46M 0.23%
55,452
92
$1.44M 0.22%
9,469
+3,284
93
$1.42M 0.22%
3,419
-413
94
$1.39M 0.22%
13,745
+3,498
95
$1.34M 0.21%
10,260
+1,787
96
$1.33M 0.21%
50,843
-25,046
97
$1.3M 0.2%
4,530
+2,061
98
$1.25M 0.19%
16,382
+6,023
99
$1.21M 0.19%
5,350
+2,253
100
$1.2M 0.19%
7,406
+719
2 3
4
5 6