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
326
$107K 0.04%
2,159
327
$105K 0.04%
622
328
$104K 0.04%
2,373
-1,157
329
$104K 0.04%
2,048
-760
330
$104K 0.04%
739
331
$99.2K 0.04%
582
-486
332
$98.4K 0.04%
258
-1,215
333
$97.5K 0.04%
1,888
-664
334
$97.4K 0.04%
2,256
+7
335
$96.9K 0.04%
898
336
$96.2K 0.03%
685
337
$95.5K 0.03%
1,911
-67
338
$95.1K 0.03%
+15,910
339
$91.5K 0.03%
3,599
+793
340
$89.7K 0.03%
+1,996
341
$89.6K 0.03%
1,370
-3,836
342
$88.7K 0.03%
1,550
343
$88.2K 0.03%
2,827
+472
344
$88K 0.03%
+839
345
$86.8K 0.03%
+3,501
346
$86.8K 0.03%
633
347
$84.6K 0.03%
7,995
348
$83K 0.03%
1,358
-1
349
$82.9K 0.03%
1,986
350
$82.8K 0.03%
1,609
-1,038
12 13
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