ACA

Atlas Capital Advisors Portfolio holdings

AUM $898M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
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 +$98.2M
2 +$4.31M
3 +$1.62M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.51M
5
NVTA
Invitae Corporation
NVTA
+$1.49M

Top Sells

1 +$8.28M
2 +$3.52M
3 +$1.34M
4
LRCX icon
Lam Research
LRCX
+$950K
5
ADSK icon
Autodesk
ADSK
+$872K

Sector Composition

1 Technology 11.82%
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