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
$788M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
991
New
Increased
Reduced
Closed

Top Buys

1
+$46.7M
2
+$17.8M
3
+$9.5M
4
AAPL icon
Apple
AAPL
+$8.99M
5
AMZN icon
Amazon
AMZN
+$8.86M

Top Sells

1
+$2.66M
2
+$2.45M
3
+$1.67M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.19M
5
QCOM icon
Qualcomm
QCOM
+$1.11M

Sector Composition

1 Technology 12.56%
2 Consumer Staples 8.01%
3 Financials 7.27%
4 Healthcare 4.4%
5 Consumer Discretionary 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$175K 0.02%
1,149
+100
377
$174K 0.02%
1,537
-944
378
$174K 0.02%
18,000
379
$171K 0.02%
4,812
380
$171K 0.02%
5,027
+1,749
381
$169K 0.02%
458
382
$168K 0.02%
2,158
383
$168K 0.02%
1,516
384
$164K 0.02%
713
-275
385
$164K 0.02%
2,627
386
$162K 0.02%
2,147
387
$161K 0.02%
392
-200
388
$160K 0.02%
6,705
-416
389
$158K 0.02%
2,512
390
$154K 0.02%
4,774
-1,433
391
$151K 0.02%
538
392
$149K 0.02%
7,897
+863
393
$145K 0.02%
7,453
394
$145K 0.02%
+11,046
395
$144K 0.02%
1,764
396
$143K 0.02%
6,324
+1,487
397
$141K 0.02%
1,818
398
$139K 0.02%
3,207
399
$139K 0.02%
5,552
400
$138K 0.02%
+2,000
14 15
16
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