ACA
Atlas Capital Advisors Portfolio holdings
AUM
$819M
1-Year Return
20%
This Quarter Return
+12.62%
1 Year Return
+20%
3 Year Return
+70.15%
5 Year Return
+108.54%
10 Year Return
–
AUM
$476M
AUM Growth
+$53.4M
(+13%)
Cap. Flow
+$7.17M
Cap. Flow
% of AUM
1.51%
Top 10 Holdings %
Top 10 Hldgs %
28.33%
Holding
661
New
353
Increased
72
Reduced
166
Closed
17
Top Buys
| 1 |
Palomar
PLMR
|
+$4.56M |
| 2 |
Vanguard Total World Stock ETF
VT
|
+$1.73M |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
+$1.61M |
| 4 |
NVTA
Invitae Corporation
NVTA
|
+$1.3M |
| 5 |
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
|
+$1.27M |
Top Sells
| 1 |
Apple
AAPL
|
+$8.28M |
| 2 |
Open Lending Corp
LPRO
|
+$4.23M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.41M |
| 4 |
Lam Research
LRCX
|
+$1.07M |
| 5 |
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% |
