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
376
$96.1K 0.02%
+699
377
$96K 0.02%
+3,227
378
$95.8K 0.02%
+1,500
379
$94K 0.02%
7,931
-3,011
380
$93.5K 0.02%
+660
381
$92.9K 0.02%
+682
382
$92.6K 0.02%
+622
383
$91.5K 0.02%
+3,229
384
$91.5K 0.02%
+319
385
$87.8K 0.02%
+336
386
$87.8K 0.02%
+1,900
387
$87.3K 0.02%
+617
388
$87.2K 0.02%
+881
389
$86.1K 0.02%
+795
390
$85.3K 0.02%
+890
391
$84.8K 0.02%
+2,287
392
$84.7K 0.02%
+868
393
$84.7K 0.02%
+1,856
394
$84.6K 0.02%
+1,559
395
$84.3K 0.02%
+2,802
396
$83.7K 0.02%
+1,455
397
$82.8K 0.02%
+10,742
398
$82.1K 0.02%
+895
399
$81.9K 0.02%
+1,863
400
$81.9K 0.02%
+851
14 15
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