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
$326M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$7.94M
3
+$7.74M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.07M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.86%
2 Financials 9.5%
3 Healthcare 7.83%
4 Consumer Staples 5.79%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$898K 0.28%
+8,166
102
$897K 0.28%
+31,760
103
$873K 0.27%
+12,524
104
$863K 0.26%
+15,061
105
$857K 0.26%
+6,574
106
$836K 0.26%
+6,523
107
$834K 0.26%
+10,583
108
$828K 0.25%
+9,899
109
$813K 0.25%
+20,296
110
$813K 0.25%
+48,003
111
$812K 0.25%
+2,325
112
$811K 0.25%
+12,366
113
$810K 0.25%
+8,531
114
$806K 0.25%
+12,364
115
$793K 0.24%
+23,665
116
$789K 0.24%
+3,792
117
$786K 0.24%
+5,335
118
$770K 0.24%
+15,319
119
$766K 0.24%
+14,340
120
$764K 0.23%
+10,284
121
$759K 0.23%
+4,782
122
$755K 0.23%
+9,534
123
$751K 0.23%
+5,572
124
$738K 0.23%
+16,870
125
$738K 0.23%
+18,214
3 4
5
6 7