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
176
$538K 0.13%
7,238
177
$532K 0.13%
10,088
+9,936
178
$532K 0.13%
4,148
-20
179
$531K 0.13%
6,000
180
$531K 0.13%
13,042
181
$529K 0.13%
19,044
-5,765
182
$528K 0.13%
2,537
+64
183
$524K 0.13%
23,640
-4,100
184
$518K 0.13%
13,029
-9,106
185
$516K 0.13%
8,041
+1,842
186
$498K 0.12%
3,729
187
$498K 0.12%
990
-200
188
$497K 0.12%
13,491
+7,752
189
$491K 0.12%
4,787
+3,416
190
$483K 0.12%
8,309
-1,039
191
$474K 0.12%
+5,979
192
$468K 0.12%
7,998
193
$459K 0.11%
2,578
+164
194
$458K 0.11%
7,465
+4,335
195
$457K 0.11%
5,188
+2,738
196
$442K 0.11%
2,203
-26
197
$440K 0.11%
6,865
-295
198
$438K 0.11%
3,404
199
$437K 0.11%
11,480
-6,462
200
$432K 0.11%
4,087
-13
6 7
8
9 10