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
$300M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.51M
3
+$2.27M
4
MLPA icon
Global X MLP ETF
MLPA
+$1.83M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.62M

Top Sells

1
+$3.77M
2
+$2.49M
3
+$1.85M
4
EWO icon
iShares MSCI Austria ETF
EWO
+$1.71M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.53M

Sector Composition

1 Technology 10.99%
2 Financials 9.7%
3 Healthcare 8.56%
4 Consumer Staples 5.96%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$782K 0.26%
10,768
+768
102
$779K 0.26%
16,309
-608
103
$776K 0.26%
3,075
104
$761K 0.25%
5,096
-2,320
105
$755K 0.25%
3,536
+1,545
106
$741K 0.25%
18,712
-2,128
107
$738K 0.25%
2,728
-460
108
$737K 0.25%
9,822
+1,183
109
$729K 0.24%
1,537
110
$727K 0.24%
6,843
+3,241
111
$708K 0.24%
5,442
112
$707K 0.24%
15,013
-6,706
113
$706K 0.24%
16,111
-10,643
114
$700K 0.23%
7,171
115
$680K 0.23%
+14,807
116
$675K 0.23%
+46,192
117
$672K 0.22%
+4,745
118
$666K 0.22%
+72,901
119
$662K 0.22%
23,454
-531
120
$655K 0.22%
25,139
-144
121
$654K 0.22%
21,267
+259
122
$644K 0.22%
9,932
-717
123
$638K 0.21%
11,759
+2,863
124
$629K 0.21%
10,802
-15,794
125
$628K 0.21%
8,000
3 4
5
6 7