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
$277M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.51M
3
+$1.44M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.25M
5
WBA
Walgreens Boots Alliance
WBA
+$1.18M

Top Sells

1
+$2.9M
2
+$1.12M
3
+$931K
4
SHPG
Shire pic
SHPG
+$813K
5
AAPL icon
Apple
AAPL
+$770K

Sector Composition

1 Healthcare 9.33%
2 Technology 8.9%
3 Financials 7.89%
4 Consumer Staples 7.31%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$202K 0.07%
1,052
252
$201K 0.07%
470
-850
253
$197K 0.07%
4,806
+206
254
$197K 0.07%
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255
$193K 0.07%
2,475
-87
256
$192K 0.07%
6,410
257
$190K 0.07%
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-486
258
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3,517
-17,261
259
$189K 0.07%
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260
$186K 0.07%
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-4,414
261
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262
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7,270
264
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-609
265
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411
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267
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270
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3,495
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273
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2,943
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274
$171K 0.06%
4,256
275
$167K 0.06%
7,601
-1,216
9 10
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12 13