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
351
$64.4K 0.02%
1,350
-164
352
$64.4K 0.02%
1,440
353
$64.3K 0.02%
1,253
-794
354
$63.7K 0.02%
+488
355
$61.8K 0.02%
+897
356
$60K 0.02%
1,000
357
$56.6K 0.02%
+1,644
358
$56.5K 0.02%
336
-44
359
$56.1K 0.02%
840
360
$55.9K 0.02%
242
-1,492
361
$53.1K 0.02%
745
362
$53K 0.02%
1,513
-476
363
$51.8K 0.02%
388
364
$50.4K 0.02%
496
-433
365
$47.8K 0.02%
1,771
+1,384
366
$47.7K 0.02%
+280
367
$46.8K 0.02%
+984
368
$46K 0.02%
+4,050
369
$45.4K 0.02%
793
-5,308
370
$45.1K 0.02%
1,995
-47,372
371
$44.1K 0.02%
806
-5,650
372
$43.6K 0.02%
+967
373
$42.3K 0.02%
718
+596
374
$40.3K 0.01%
+1,000
375
$40.3K 0.01%
768
-6,055
13 14
15
16 17