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
$282M
AUM Growth
-$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
599
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2.27M
3
+$1.47M
4
AZN icon
AstraZeneca
AZN
+$1.28M
5
SHPG
Shire pic
SHPG
+$1.26M

Top Sells

1
+$7.94M
2
+$3.29M
3
+$1.51M
4
ESRX
Express Scripts Holding Company
ESRX
+$1.45M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$1.32M

Sector Composition

1 Financials 10.35%
2 Technology 9.87%
3 Healthcare 7.95%
4 Consumer Staples 6.73%
5 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$84.1K 0.03%
3,722
-26
327
$83.3K 0.03%
3,691
-3,785
328
$82.5K 0.03%
+1,631
329
$81.6K 0.03%
898
-74
330
$81.5K 0.03%
+633
331
$81.3K 0.03%
3,631
332
$81.2K 0.03%
1,208
-152
333
$76.6K 0.03%
1,413
-659
334
$76.5K 0.03%
8,553
335
$75.9K 0.03%
1,289
-467
336
$75.4K 0.03%
+1,331
337
$75.2K 0.03%
+1,909
338
$74.8K 0.03%
2,570
339
$73.3K 0.03%
1,229
340
$72.1K 0.03%
227
341
$71.6K 0.03%
2,395
-408
342
$71.3K 0.03%
+1,054
343
$69.8K 0.02%
725
-199
344
$69.5K 0.02%
5,568
345
$69.2K 0.02%
3,523
346
$68.9K 0.02%
565
-129
347
$68.2K 0.02%
583
-3,477
348
$68K 0.02%
478
-2,228
349
$65.5K 0.02%
1,636
-356
350
$65.3K 0.02%
+1,277
12 13
14
15 16