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
351
$201K 0.03%
4,497
-2,165
352
$200K 0.03%
4,930
353
$199K 0.03%
4,229
-94
354
$199K 0.03%
6,262
-5,356
355
$198K 0.03%
+3,800
356
$196K 0.02%
1,779
+1,711
357
$195K 0.02%
3,105
-87
358
$193K 0.02%
1,754
359
$193K 0.02%
3,367
-2,100
360
$189K 0.02%
19,241
-9,623
361
$188K 0.02%
6,824
362
$187K 0.02%
+7,133
363
$186K 0.02%
2,728
+2,700
364
$186K 0.02%
1,772
+21
365
$184K 0.02%
1,574
-625
366
$183K 0.02%
3,296
367
$182K 0.02%
318
368
$181K 0.02%
9,000
369
$180K 0.02%
7,635
+2,849
370
$180K 0.02%
6,035
+4,404
371
$179K 0.02%
2,350
+3
372
$179K 0.02%
659
373
$176K 0.02%
30,473
+26,163
374
$176K 0.02%
5,416
-156
375
$176K 0.02%
970
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