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
$277M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.51M
3
+$1.44M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.25M
5
WBA
Walgreens Boots Alliance
WBA
+$1.18M

Top Sells

1
+$2.9M
2
+$1.12M
3
+$931K
4
SHPG
Shire pic
SHPG
+$813K
5
AAPL icon
Apple
AAPL
+$770K

Sector Composition

1 Healthcare 9.33%
2 Technology 8.9%
3 Financials 7.89%
4 Consumer Staples 7.31%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
0
402
$44.1K 0.02%
224
+46
403
$43.1K 0.02%
86
404
$41.8K 0.02%
806
405
$41.8K 0.02%
972
+833
406
$41.7K 0.02%
290
407
$41.5K 0.02%
1,280
-183
408
$41K 0.01%
5,568
409
$37.5K 0.01%
704
-66
410
$36.8K 0.01%
669
411
$36.6K 0.01%
840
412
$36.2K 0.01%
2,699
-1,747
413
$36K 0.01%
859
414
$35.3K 0.01%
+312
415
$33.6K 0.01%
1,156
-2,028
416
$33K 0.01%
2,250
417
$32.7K 0.01%
+308
418
$32K 0.01%
341
419
$31.4K 0.01%
1,000
420
$30.4K 0.01%
639
421
$30K 0.01%
59
422
$29.8K 0.01%
3,438
423
$29.6K 0.01%
1,374
424
$29.4K 0.01%
217
-2,155
425
$29.3K 0.01%
187
+141
15 16
17
18 19