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
401
$138K 0.02%
+1,302
402
$138K 0.02%
668
403
$137K 0.02%
1,447
-53
404
$136K 0.02%
2,105
+2,092
405
$135K 0.02%
2,316
-60
406
$134K 0.02%
5,370
407
$134K 0.02%
3,549
-1,012
408
$133K 0.02%
6,779
-170
409
$132K 0.02%
4,432
410
$132K 0.02%
+7,585
411
$132K 0.02%
395
412
$130K 0.02%
1,185
413
$128K 0.02%
1,080
414
$127K 0.02%
219
415
$126K 0.02%
4,651
-2,148
416
$126K 0.02%
1,364
+1,350
417
$124K 0.02%
353
418
$124K 0.02%
2,427
419
$123K 0.02%
3,451
-559
420
$122K 0.02%
1,146
-148
421
$122K 0.02%
+2,421
422
$121K 0.02%
500
-200
423
$121K 0.02%
437
-1,205
424
$120K 0.02%
4,068
425
$120K 0.02%
806
-15
15 16
17
18 19