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
$476M
AUM Growth
+$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$1.73M
3
+$1.61M
4
NVTA
Invitae Corporation
NVTA
+$1.3M
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$1.27M

Top Sells

1
+$8.28M
2
+$4.23M
3
+$1.41M
4
LRCX icon
Lam Research
LRCX
+$1.07M
5
ADSK icon
Autodesk
ADSK
+$1.01M

Sector Composition

1 Technology 11.85%
2 Financials 7.38%
3 Healthcare 5.88%
4 Consumer Staples 5.56%
5 Consumer Discretionary 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$229K 0.05%
+6,509
277
$229K 0.05%
+6,051
278
$228K 0.05%
12,668
279
$227K 0.05%
+2,102
280
$226K 0.05%
+6,000
281
$220K 0.05%
+2,200
282
$216K 0.05%
+2,500
283
$215K 0.05%
+3,453
284
$211K 0.04%
3,424
-215
285
$210K 0.04%
+2,000
286
$210K 0.04%
+2,291
287
$209K 0.04%
1,026
-1,027
288
$209K 0.04%
+4,256
289
$209K 0.04%
+3,757
290
$205K 0.04%
7,195
-6,008
291
$204K 0.04%
+2,607
292
$203K 0.04%
+3,000
293
$200K 0.04%
7,892
-5,455
294
$198K 0.04%
20,313
-645
295
$198K 0.04%
+4,055
296
$195K 0.04%
2,661
-2,689
297
$192K 0.04%
21,456
-5,302
298
$190K 0.04%
+4,159
299
$187K 0.04%
+1,593
300
$181K 0.04%
1,328
-3,564
10 11
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