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
$476M
AUM Growth
+$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$1.73M
3
+$1.61M
4
NVTA
Invitae Corporation
NVTA
+$1.3M
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$1.27M

Top Sells

1
+$8.28M
2
+$4.23M
3
+$1.41M
4
LRCX icon
Lam Research
LRCX
+$1.07M
5
ADSK icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$78.5K 0.02%
+2,556
402
$76.8K 0.02%
+1,000
403
$76.6K 0.02%
+6,929
404
$74.6K 0.02%
+1,736
405
$74.5K 0.02%
+1,400
406
$73.9K 0.02%
+2,790
407
$73.5K 0.02%
+594
408
$73.3K 0.02%
+1,181
409
$73.1K 0.02%
+4,359
410
$72.3K 0.02%
+2,844
411
$72.3K 0.02%
+8,795
412
$71.7K 0.02%
+1,692
413
$71.6K 0.02%
+2,685
414
$71.4K 0.02%
+5,528
415
$71.3K 0.02%
+1,965
416
$69.9K 0.01%
+645
417
$68.9K 0.01%
+3,714
418
$68.5K 0.01%
+1,470
419
$67.9K 0.01%
+2,249
420
$67.8K 0.01%
+1,883
421
$67.6K 0.01%
+57
422
$67.5K 0.01%
+6,134
423
$66K 0.01%
901
-2,750
424
$64.2K 0.01%
+555
425
$64.1K 0.01%
+302
15 16
17
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