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
426
$29.3K 0.01%
+317
427
$28.7K 0.01%
+329
428
$28.5K 0.01%
+547
429
$28.2K 0.01%
1,018
-10,873
430
$27.7K 0.01%
616
431
$27.1K 0.01%
854
+103
432
$26.9K 0.01%
333
+161
433
$25.6K 0.01%
461
-777
434
$25.5K 0.01%
+396
435
$24.8K 0.01%
534
436
$24.6K 0.01%
462
+379
437
$24.4K 0.01%
+1,847
438
$24.3K 0.01%
1,000
439
$23.7K 0.01%
176
440
$23.6K 0.01%
+610
441
$23.3K 0.01%
+304
442
$23.3K 0.01%
+441
443
$22.9K 0.01%
1,067
-8,261
444
$22.7K 0.01%
471
+301
445
$22.7K 0.01%
+777
446
$22K 0.01%
475
447
$22K 0.01%
+612
448
$21.3K 0.01%
304
-280
449
$21.1K 0.01%
246
450
$21K 0.01%
486
-1,098
16 17
18
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