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
$788M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
991
New
Increased
Reduced
Closed

Top Buys

1
+$46.7M
2
+$17.8M
3
+$9.5M
4
AAPL icon
Apple
AAPL
+$8.99M
5
AMZN icon
Amazon
AMZN
+$8.86M

Top Sells

1
+$2.66M
2
+$2.45M
3
+$1.67M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.19M
5
QCOM icon
Qualcomm
QCOM
+$1.11M

Sector Composition

1 Technology 12.56%
2 Consumer Staples 8.01%
3 Financials 7.27%
4 Healthcare 4.4%
5 Consumer Discretionary 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$440K 0.06%
2,451
-1,916
252
$440K 0.06%
14,726
+4,240
253
$439K 0.06%
27,218
-711
254
$437K 0.06%
+17,529
255
$437K 0.06%
3,724
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256
$436K 0.06%
4,126
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257
$435K 0.06%
2,258
-36
258
$435K 0.06%
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-582
259
$431K 0.05%
16,167
+201
260
$430K 0.05%
+2,300
261
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2,452
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262
$427K 0.05%
14,565
+1
263
$423K 0.05%
18,688
+2,412
264
$423K 0.05%
14,275
-398
265
$418K 0.05%
50,966
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266
$415K 0.05%
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267
$413K 0.05%
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268
$412K 0.05%
4,450
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269
$409K 0.05%
2,498
270
$406K 0.05%
3,563
-104
271
$398K 0.05%
9,088
-90
272
$397K 0.05%
51,494
-5,336
273
$393K 0.05%
16,482
-700
274
$392K 0.05%
8,141
275
$389K 0.05%
747
9 10
11
12 13