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
376
$62.7K 0.02%
2,367
-32
377
$62.6K 0.02%
2,388
378
$62.1K 0.02%
1,882
+1,317
379
$61K 0.02%
511
380
$61K 0.02%
956
381
$60.4K 0.02%
1,253
382
$59.5K 0.02%
+1,366
383
$59.1K 0.02%
336
384
$59.1K 0.02%
1,503
385
$58.8K 0.02%
3,899
386
$54.5K 0.02%
2,252
387
$53.6K 0.02%
1,513
388
$53.3K 0.02%
+670
389
$50.4K 0.02%
+379
390
$49.6K 0.02%
2,005
-5
391
$49.4K 0.02%
1,677
392
$48.6K 0.02%
+2,500
393
$47.8K 0.02%
2,861
394
$47.6K 0.02%
1,212
395
$47.3K 0.02%
1,440
396
$47.2K 0.02%
1,687
397
$47.1K 0.02%
1,000
398
$47K 0.02%
641
399
$46.9K 0.02%
1,761
400
$45.3K 0.02%
275
-62
14 15
16
17 18