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
$644M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$5.94M
3
+$1.25M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.02M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1M

Top Sells

1
+$6.29M
2
+$3.59M
3
+$3.37M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.5M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.31M

Sector Composition

1 Technology 12.93%
2 Healthcare 5.82%
3 Financials 5.51%
4 Consumer Staples 4.22%
5 Consumer Discretionary 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$557K 0.09%
5,583
+300
202
$555K 0.09%
7,066
-167
203
$551K 0.09%
18,164
-15,886
204
$542K 0.08%
1,989
-87
205
$536K 0.08%
16,950
+350
206
$536K 0.08%
802
-119
207
$529K 0.08%
3,972
-76
208
$525K 0.08%
7,367
+63
209
$515K 0.08%
7,058
-68
210
$494K 0.08%
5,050
-1,062
211
$491K 0.08%
6,660
+1
212
$487K 0.08%
14,957
+2,708
213
$478K 0.07%
14,750
-2,900
214
$471K 0.07%
3,169
+89
215
$468K 0.07%
14,329
+730
216
$467K 0.07%
75,367
217
$466K 0.07%
16,788
218
$461K 0.07%
4,700
219
$451K 0.07%
7,590
220
$451K 0.07%
1,869
+1,097
221
$449K 0.07%
8,100
+98
222
$448K 0.07%
2,303
+32
223
$447K 0.07%
27,486
+1,379
224
$446K 0.07%
4,934
+87
225
$442K 0.07%
14,434
7 8
9
10 11