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
$401M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$4.95M
3
+$4.01M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$3.68M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.62M

Top Sells

1
+$101M
2
+$2.12M
3
+$2.1M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.03M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$966K

Sector Composition

1 Technology 13.84%
2 Financials 7.18%
3 Consumer Staples 6.21%
4 Healthcare 6.11%
5 Communication Services 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$665K 0.17%
5,967
152
$655K 0.16%
1,985
-908
153
$643K 0.16%
10,677
+10,331
154
$639K 0.16%
5,304
-1,449
155
$633K 0.16%
6,843
156
$621K 0.15%
2,912
-52
157
$618K 0.15%
10,412
-751
158
$618K 0.15%
11,495
-503
159
$618K 0.15%
18,996
-174
160
$617K 0.15%
16,748
-89
161
$617K 0.15%
7,376
162
$617K 0.15%
3,699
+65
163
$610K 0.15%
8,000
164
$599K 0.15%
4,120
165
$594K 0.15%
3,318
+1,193
166
$573K 0.14%
16,265
-507
167
$573K 0.14%
3,400
168
$560K 0.14%
5,979
169
$558K 0.14%
11,048
-326
170
$553K 0.14%
20,560
-780
171
$547K 0.14%
3,306
+506
172
$544K 0.14%
5,095
173
$544K 0.14%
9,831
-661
174
$540K 0.13%
1,824
+264
175
$538K 0.13%
3,749
-57
5 6
7
8 9