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
101
$1.16M 0.18%
6,521
102
$1.13M 0.18%
6,978
-28
103
$1.13M 0.18%
22,034
+12,101
104
$1.13M 0.17%
23,239
+98
105
$1.11M 0.17%
47,151
-69,065
106
$1.1M 0.17%
58,000
-121,000
107
$1.08M 0.17%
8,481
+2,463
108
$1.08M 0.17%
18,805
+547
109
$1.07M 0.17%
63,824
+28,275
110
$1.05M 0.16%
7,998
+2,407
111
$1.03M 0.16%
11,788
112
$1.03M 0.16%
12,265
+7,627
113
$1.02M 0.16%
9,802
+128
114
$1.01M 0.16%
14,390
+11,715
115
$1.01M 0.16%
29,058
+8,423
116
$996K 0.15%
2,805
+1,350
117
$988K 0.15%
50,583
+1,176
118
$988K 0.15%
11,943
-1,773
119
$973K 0.15%
20,787
120
$971K 0.15%
32,731
-9,084
121
$970K 0.15%
7,117
-200
122
$966K 0.15%
14,708
+179
123
$962K 0.15%
5,700
124
$950K 0.15%
3,789
+449
125
$924K 0.14%
5,700
3 4
5
6 7