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
176
$470K 0.14%
+11,673
177
$466K 0.14%
+9,478
178
$460K 0.14%
+3,400
179
$454K 0.14%
+4,060
180
$451K 0.14%
+2,271
181
$450K 0.14%
+61,959
182
$441K 0.14%
+2,734
183
$440K 0.13%
+13,053
184
$438K 0.13%
+4,353
185
$436K 0.13%
+4,120
186
$435K 0.13%
+6,000
187
$433K 0.13%
+11,094
188
$431K 0.13%
+1,893
189
$429K 0.13%
+27,893
190
$428K 0.13%
+2,525
191
$416K 0.13%
+1,734
192
$415K 0.13%
+20,240
193
$414K 0.13%
+62,326
194
$411K 0.13%
+8,358
195
$408K 0.13%
+2,387
196
$402K 0.12%
+35,988
197
$398K 0.12%
+6,456
198
$397K 0.12%
+16,870
199
$394K 0.12%
+2,629
200
$392K 0.12%
+4,513
6 7
8
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