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
$595M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
987
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$8.45M
3
+$5.64M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.64M
5
ARHS icon
Arhaus
ARHS
+$2.62M

Top Sells

1
+$9.44M
2
+$4.12M
3
+$3.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.77M
5
ACEL icon
Accel Entertainment
ACEL
+$2.29M

Sector Composition

1 Technology 9.89%
2 Consumer Staples 9.24%
3 Healthcare 6.76%
4 Financials 6.55%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$443K 0.07%
2,450
-5
202
$434K 0.07%
3,775
203
$429K 0.07%
16,584
-13,956
204
$428K 0.07%
12,033
-2,796
205
$426K 0.07%
2,860
-3,198
206
$426K 0.07%
8,910
-395
207
$424K 0.07%
6,890
-1,210
208
$423K 0.07%
1,704
209
$407K 0.07%
8,171
-962
210
$402K 0.07%
3,457
-215
211
$401K 0.07%
13,372
212
$394K 0.07%
2,486
213
$393K 0.07%
2,317
+175
214
$390K 0.07%
49,938
-2,122
215
$387K 0.07%
1,668
216
$386K 0.06%
1,751
-29
217
$384K 0.06%
5,346
+121
218
$383K 0.06%
3,925
+237
219
$383K 0.06%
3,676
+123
220
$379K 0.06%
5,086
-87
221
$375K 0.06%
9,383
-652
222
$374K 0.06%
2,049
+387
223
$372K 0.06%
64,698
224
$371K 0.06%
4,651
-76
225
$371K 0.06%
635
-457
7 8
9
10 11