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
$304M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.38M
3
+$1.35M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.26M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.23M

Top Sells

1
+$1.77M
2
+$1.25M
3
+$1.14M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.02M
5
WBA
Walgreens Boots Alliance
WBA
+$962K

Sector Composition

1 Technology 8.7%
2 Consumer Staples 8.34%
3 Financials 8.31%
4 Healthcare 7.72%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$441K 0.14%
62,413
+3,402
177
$434K 0.14%
9,324
178
$433K 0.14%
6,352
-151
179
$426K 0.14%
7,160
180
$424K 0.14%
2,196
181
$423K 0.14%
19,492
+2,980
182
$420K 0.14%
1,560
+8
183
$415K 0.14%
1,285
-226
184
$413K 0.14%
7,192
185
$411K 0.13%
4,815
-79
186
$410K 0.13%
+11,837
187
$400K 0.13%
1,152
188
$397K 0.13%
10,057
189
$393K 0.13%
+3,949
190
$383K 0.13%
1,971
-30
191
$380K 0.12%
22,692
+10,467
192
$378K 0.12%
+8,710
193
$373K 0.12%
+9,570
194
$372K 0.12%
+8,830
195
$364K 0.12%
+8,365
196
$363K 0.12%
5,444
+285
197
$362K 0.12%
2,168
-366
198
$359K 0.12%
20,356
+147
199
$358K 0.12%
14,885
-786
200
$358K 0.12%
+4,602
6 7
8
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