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
276
$165K 0.06%
1,749
-2,232
277
$159K 0.06%
1,300
278
$158K 0.06%
+3,253
279
$158K 0.06%
8,300
-3,539
280
$158K 0.06%
7,358
-2,420
281
$157K 0.06%
17,155
282
$157K 0.06%
+11,002
283
$156K 0.06%
1,675
-95
284
$155K 0.06%
5,212
285
$154K 0.06%
+1,290
286
$153K 0.06%
3,380
-1,160
287
$153K 0.06%
12,680
288
$152K 0.06%
914
+64
289
$152K 0.05%
21,570
-9,786
290
$152K 0.05%
+1,377
291
$150K 0.05%
3,859
-180
292
$149K 0.05%
5,437
293
$148K 0.05%
2,122
294
$148K 0.05%
10,996
-2,932
295
$148K 0.05%
6,097
+11
296
$147K 0.05%
+11,293
297
$144K 0.05%
11,553
+8,163
298
$143K 0.05%
2,982
299
$142K 0.05%
3,087
-475
300
$140K 0.05%
5,569
10 11
12
13 14