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
351
$81.6K 0.03%
1,627
-543
352
$81.4K 0.03%
+3,401
353
$81.1K 0.03%
3,631
354
$81.1K 0.03%
+2,975
355
$81K 0.03%
+1,358
356
$80.7K 0.03%
6,648
357
$78.4K 0.03%
499
-44
358
$78K 0.03%
2,155
-216
359
$76.4K 0.03%
1,073
-196
360
$76.3K 0.03%
+2,000
361
$74.9K 0.03%
2,916
362
$73.8K 0.03%
972
-487
363
$73.3K 0.03%
629
-136
364
$73.1K 0.03%
2,570
365
$72.8K 0.03%
458
-2,071
366
$72K 0.03%
3,147
367
$70.9K 0.03%
453
368
$69.2K 0.03%
+890
369
$68.7K 0.02%
2,951
+535
370
$68.6K 0.02%
+19,042
371
$67.6K 0.02%
66
+9
372
$66.8K 0.02%
1,740
373
$66.6K 0.02%
558
+50
374
$65.5K 0.02%
1,024
-566
375
$64.4K 0.02%
1,148
+60
13 14
15
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