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
326
$244K 0.03%
3,508
327
$243K 0.03%
3,532
-196
328
$240K 0.03%
4,166
+1,504
329
$238K 0.03%
1,300
-100
330
$237K 0.03%
5,934
331
$235K 0.03%
1,871
332
$235K 0.03%
10,000
333
$234K 0.03%
8,707
334
$229K 0.03%
+6,067
335
$227K 0.03%
2,334
+2,259
336
$227K 0.03%
221
337
$227K 0.03%
1,486
338
$226K 0.03%
19,084
-211
339
$226K 0.03%
4,017
-2,110
340
$225K 0.03%
2,135
341
$222K 0.03%
2,084
342
$219K 0.03%
2,396
-330
343
$217K 0.03%
+1,500
344
$216K 0.03%
+1,700
345
$213K 0.03%
1,874
346
$212K 0.03%
8,484
-7,977
347
$212K 0.03%
26,246
+3,802
348
$207K 0.03%
466
349
$206K 0.03%
10,296
+9,812
350
$205K 0.03%
2,405
-42
12 13
14
15 16