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
$282M
AUM Growth
-$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
599
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2.27M
3
+$1.47M
4
AZN icon
AstraZeneca
AZN
+$1.28M
5
SHPG
Shire pic
SHPG
+$1.26M

Top Sells

1
+$7.94M
2
+$3.29M
3
+$1.51M
4
ESRX
Express Scripts Holding Company
ESRX
+$1.45M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$1.32M

Sector Composition

1 Financials 10.35%
2 Technology 9.87%
3 Healthcare 7.95%
4 Consumer Staples 6.73%
5 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$12K ﹤0.01%
120
-234
427
$11K ﹤0.01%
330
-1,530
428
$10.8K ﹤0.01%
+298
429
$10.8K ﹤0.01%
168
430
$10.8K ﹤0.01%
130
-157
431
$10.5K ﹤0.01%
155
432
$10.4K ﹤0.01%
1,319
-8,042
433
$9.75K ﹤0.01%
258
434
$9.41K ﹤0.01%
89
435
$8.85K ﹤0.01%
135
436
$8.56K ﹤0.01%
236
-3,607
437
$8.49K ﹤0.01%
60
438
$7.41K ﹤0.01%
35
-103
439
$7.41K ﹤0.01%
102
440
$7.32K ﹤0.01%
+170
441
$7.06K ﹤0.01%
+140
442
$7.02K ﹤0.01%
+168
443
$7.01K ﹤0.01%
+158
444
$6.81K ﹤0.01%
+285
445
$6.73K ﹤0.01%
100
446
$6.61K ﹤0.01%
33
447
$6.59K ﹤0.01%
49
448
$5.96K ﹤0.01%
112
449
$5.96K ﹤0.01%
228
450
$5.75K ﹤0.01%
36
16 17
18
19 20