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
376
$40K 0.01%
+1,729
377
$39.9K 0.01%
+57
378
$39.5K 0.01%
747
-2
379
$39.5K 0.01%
1,105
-11,948
380
$38.9K 0.01%
+614
381
$37.1K 0.01%
+2,105
382
$35.1K 0.01%
239
383
$34.5K 0.01%
424
-205
384
$33.5K 0.01%
1,079
-48,684
385
$31.6K 0.01%
+290
386
$30.7K 0.01%
328
-635
387
$30.4K 0.01%
240
-2,226
388
$29K 0.01%
40
389
$27.3K 0.01%
1,000
390
$26.7K 0.01%
654
-11,484
391
$26.6K 0.01%
555
-1,164
392
$26.4K 0.01%
336
+24
393
$25.6K 0.01%
785
-758
394
$25.4K 0.01%
+341
395
$24.5K 0.01%
1,000
396
$23.8K 0.01%
1,082
397
$23.4K 0.01%
+297
398
$23K 0.01%
257
399
$22.7K 0.01%
275
400
$22.6K 0.01%
473
+5
14 15
16
17 18