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
126
$732K 0.22%
+8,276
127
$729K 0.22%
+5,501
128
$727K 0.22%
+8,807
129
$726K 0.22%
+31,996
130
$722K 0.22%
+4,885
131
$722K 0.22%
+6,000
132
$722K 0.22%
+6,132
133
$716K 0.22%
+14,021
134
$711K 0.22%
+10,982
135
$708K 0.22%
+12,226
136
$707K 0.22%
+32,257
137
$705K 0.22%
+7,033
138
$702K 0.22%
+8,848
139
$702K 0.22%
+14,687
140
$699K 0.21%
+25,115
141
$691K 0.21%
+33,444
142
$690K 0.21%
+6,903
143
$687K 0.21%
+6,778
144
$682K 0.21%
+14,785
145
$679K 0.21%
+22,545
146
$671K 0.21%
+39,294
147
$661K 0.2%
+5,973
148
$659K 0.2%
+9,102
149
$657K 0.2%
+3,106
150
$655K 0.2%
+38,348
4 5
6
7 8