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
$691M
AUM Growth
+$83.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$6.13M
3
+$4.88M
4
VFH icon
Vanguard Financials ETF
VFH
+$2.46M
5
MSFT icon
Microsoft
MSFT
+$1.79M

Top Sells

1
+$6.27M
2
+$4.39M
3
+$3.51M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.59M
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$1.21M

Sector Composition

1 Technology 12.09%
2 Consumer Staples 7.51%
3 Financials 6.26%
4 Healthcare 4.97%
5 Consumer Discretionary 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.66M 0.24%
44,010
+5,737
77
$1.61M 0.23%
29,123
-375
78
$1.6M 0.23%
29,012
+2,153
79
$1.59M 0.23%
94,896
+87,507
80
$1.55M 0.22%
44,998
+3,301
81
$1.48M 0.21%
8,889
+347
82
$1.45M 0.21%
2,482
-7
83
$1.44M 0.21%
8,957
+174
84
$1.42M 0.21%
23,855
-1,298
85
$1.39M 0.2%
2,648
-8
86
$1.39M 0.2%
24,562
+1,884
87
$1.36M 0.2%
23,420
+1,386
88
$1.36M 0.2%
5,833
-1,553
89
$1.32M 0.19%
6,972
-877
90
$1.32M 0.19%
10,371
+321
91
$1.3M 0.19%
26,260
-530
92
$1.3M 0.19%
14,188
+11,775
93
$1.26M 0.18%
8,303
+268
94
$1.25M 0.18%
26,441
-3,007
95
$1.25M 0.18%
5,700
96
$1.23M 0.18%
2,144
+81
97
$1.21M 0.17%
7,102
98
$1.18M 0.17%
57,096
-6,965
99
$1.18M 0.17%
8,150
+279
100
$1.17M 0.17%
8,354
2 3
4
5 6