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
201
$392K 0.12%
+6,101
202
$390K 0.12%
+12,246
203
$387K 0.12%
+1,469
204
$381K 0.12%
+10,092
205
$380K 0.12%
+22,609
206
$378K 0.12%
+6,304
207
$375K 0.12%
+2,706
208
$369K 0.11%
+9,916
209
$365K 0.11%
+6,456
210
$365K 0.11%
+2,828
211
$359K 0.11%
+13,920
212
$349K 0.11%
+3,619
213
$345K 0.11%
+6,823
214
$345K 0.11%
+11,988
215
$343K 0.11%
+7,778
216
$341K 0.1%
+4,000
217
$341K 0.1%
+7,044
218
$338K 0.1%
+3,180
219
$337K 0.1%
+10,071
220
$334K 0.1%
+2,063
221
$326K 0.1%
+7,693
222
$325K 0.1%
+17,416
223
$324K 0.1%
+4,272
224
$323K 0.1%
+2,199
225
$316K 0.1%
+22,579
7 8
9
10 11