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
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%
+12,350
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
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