ACA

Atlas Capital Advisors Portfolio holdings

AUM $898M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
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
+$98.2M
2
+$4.31M
3
+$1.62M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.51M
5
NVTA
Invitae Corporation
NVTA
+$1.49M

Top Sells

1
+$8.28M
2
+$3.52M
3
+$1.34M
4
LRCX icon
Lam Research
LRCX
+$950K
5
ADSK icon
Autodesk
ADSK
+$872K

Sector Composition

1 Technology 11.82%
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
426
$63.1K 0.01%
+1,373
427
$61.4K 0.01%
+2,900
428
$60.8K 0.01%
+1,550
429
$60.7K 0.01%
+1,288
430
$60K 0.01%
+12,759
431
$59.1K 0.01%
+1,750
432
$59K 0.01%
+1,427
433
$56.4K 0.01%
+12,721
434
$55.5K 0.01%
+1,645
435
$55.3K 0.01%
+800
436
$53.4K 0.01%
+668
437
$53.3K 0.01%
+667
438
$52.9K 0.01%
+180
439
$52.6K 0.01%
+3,000
440
$52.1K 0.01%
+370
441
$52K 0.01%
+290
442
$51K 0.01%
+4,304
443
$50.6K 0.01%
+900
444
$50.3K 0.01%
+604
445
$49.9K 0.01%
+2,431
446
$49.6K 0.01%
+404
447
$48.5K 0.01%
+693
448
$46.9K 0.01%
+416
449
$46.4K 0.01%
+1,064
450
$45.4K 0.01%
+824
16 17
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