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
$770M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$18M
3
+$8.76M
4
AMZN icon
Amazon
AMZN
+$7.63M
5
PLMR icon
Palomar
PLMR
+$6.98M

Top Sells

1
+$3.1M
2
+$2.52M
3
+$2.18M
4
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$1.65M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.49M

Sector Composition

1 Technology 12.15%
2 Consumer Staples 7.79%
3 Financials 6.32%
4 Healthcare 4.92%
5 Consumer Discretionary 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$162K 0.02%
12,065
377
$162K 0.02%
987
+1
378
$161K 0.02%
538
379
$158K 0.02%
4,812
-1,028
380
$158K 0.02%
480
381
$156K 0.02%
2,759
+418
382
$156K 0.02%
4,517
383
$155K 0.02%
977
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384
$154K 0.02%
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385
$153K 0.02%
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386
$153K 0.02%
3,221
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387
$151K 0.02%
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388
$149K 0.02%
5,221
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389
$148K 0.02%
1,886
390
$147K 0.02%
565
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391
$147K 0.02%
3,866
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392
$145K 0.02%
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393
$142K 0.02%
+2,172
394
$140K 0.02%
483
395
$139K 0.02%
9,809
+7,474
396
$136K 0.02%
+2,707
397
$136K 0.02%
1,320
-5,505
398
$136K 0.02%
1,745
399
$134K 0.02%
6,999
400
$133K 0.02%
1,516
14 15
16
17 18