ACA
Atlas Capital Advisors Portfolio holdings
AUM
$819M
1-Year Est. Return
20%
1 Year Est. Return
+20%
AUM
$800M
AUM Growth
+$12.6M
(+1.6%)
Holding
1,037
Top Buys
| 1 | +$12.2M | |
| 2 | +$6.04M | |
| 3 | +$4.4M | |
| 4 |
Franklin FTSE China ETF
FLCH
|
+$3.32M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$2.4M |
Top Sells
| 1 | +$8.45M | |
| 2 | +$6.98M | |
| 3 | +$3.79M | |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$3.01M |
| 5 |
Nuveen ESG Large-Cap Value ETF
NULV
|
+$1.54M |
Sector Composition
| 1 | Technology | 9.5% |
| 2 | Financials | 9.05% |
| 3 | Consumer Staples | 8.02% |
| 4 | Healthcare | 4.9% |
| 5 | Communication Services | 3.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Corning
GLW
$70.7B
| $1.16M | 0.15% |
25,411
-1,088
|
|
||
127
Fox Class A
FOXA
$28.4B
| $1.16M | 0.14% |
20,437
+5,641
|
|
||
128
United Rentals
URI
$54.6B
| $1.15M | 0.14% |
1,832
|
|
||
129
CVS Health
CVS
$99.6B
| $1.14M | 0.14% |
16,898
+15,817
|
|
||
130
HCA Healthcare
HCA
$105B
| $1.14M | 0.14% |
3,305
-90
|
|
||
131
Walt Disney
DIS
$202B
| $1.14M | 0.14% |
11,563
|
|
||
132
Oracle
ORCL
$735B
| $1.14M | 0.14% |
8,157
-169
|
|
||
133
Gilead Sciences
GILD
$152B
| $1.14M | 0.14% |
10,147
+1,505
|
|
||
134
Parker-Hannifin
PH
$97.7B
| $1.13M | 0.14% |
1,860
|
|
||
135
AXIS Capital
AXS
$7.27B
| $1.12M | 0.14% |
11,208
+1,748
|
|
||
136
Fiserv
FI
$35B
| $1.1M | 0.14% |
5,001
-277
|
|
||
137
Fidelity MSCI Financials Index ETF
FNCL
$2.3B
| $1.09M | 0.14% |
15,731
|
|
||
138
Cognizant
CTSH
$35.1B
| $1.08M | 0.14% |
14,175
+1,920
|
|
||
139
Robinhood
HOOD
$131B
| $1.06M | 0.13% |
25,413
+150
|
|
||
140
Vistra
VST
$65.4B
| $1.04M | 0.13% |
8,851
|
|
||
141
Pilgrim's Pride
PPC
$9.01B
| $1.04M | 0.13% |
19,006
+3,254
|
|
||
142
GoDaddy
GDDY
$18.2B
| $1.03M | 0.13% |
5,742
+22
|
|
||
143
Williams-Sonoma
WSM
$23.5B
| $1.03M | 0.13% |
6,512
|
|
||
144
Barclays
BCS
$74.8B
| $1.03M | 0.13% |
66,873
-11,747
|
|
||
145
Cencora
COR
$66.1B
| $974K | 0.12% |
3,504
+447
|
|
||
146
Johnson & Johnson
JNJ
$449B
| $955K | 0.12% |
5,761
|
|
||
147
Materials Select Sector SPDR Fund
XLB
$5.26B
| $946K | 0.12% |
10,998
-529
|
|
||
148
Synchrony
SYF
$26.7B
| $940K | 0.12% |
17,748
+2,145
|
|
||
149
3M
MMM
$86.2B
| $939K | 0.12% |
6,397
-865
|
|
||
150
Virtu Financial
VIRT
$2.97B
| $925K | 0.12% |
24,255
+4,620
|
|