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
$476M
AUM Growth
+$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$1.73M
3
+$1.61M
4
NVTA
Invitae Corporation
NVTA
+$1.3M
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$1.27M

Top Sells

1
+$8.28M
2
+$4.23M
3
+$1.41M
4
LRCX icon
Lam Research
LRCX
+$1.07M
5
ADSK icon
Autodesk
ADSK
+$1.01M

Sector Composition

1 Technology 11.85%
2 Financials 7.38%
3 Healthcare 5.88%
4 Consumer Staples 5.56%
5 Consumer Discretionary 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$121K 0.03%
6,748
-25,082
352
$121K 0.03%
+1,922
353
$120K 0.03%
12,476
354
$120K 0.03%
+2,681
355
$119K 0.03%
+3,648
356
$119K 0.02%
+3,516
357
$117K 0.02%
+727
358
$115K 0.02%
+6,066
359
$112K 0.02%
+1,223
360
$110K 0.02%
+1,505
361
$109K 0.02%
+2,680
362
$109K 0.02%
+1,187
363
$108K 0.02%
+3,553
364
$107K 0.02%
+1,384
365
$106K 0.02%
+1,450
366
$106K 0.02%
+5,115
367
$104K 0.02%
+2,295
368
$104K 0.02%
+1,102
369
$104K 0.02%
+7,575
370
$104K 0.02%
+5,000
371
$103K 0.02%
+8,419
372
$101K 0.02%
+437
373
$101K 0.02%
+2,622
374
$99.2K 0.02%
+1,276
375
$96.3K 0.02%
+4,770
13 14
15
16 17