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
$770M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$18M
3
+$8.76M
4
AMZN icon
Amazon
AMZN
+$7.63M
5
PLMR icon
Palomar
PLMR
+$6.98M

Top Sells

1
+$3.1M
2
+$2.52M
3
+$2.18M
4
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$1.65M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.49M

Sector Composition

1 Technology 12.15%
2 Consumer Staples 7.79%
3 Financials 6.32%
4 Healthcare 4.92%
5 Consumer Discretionary 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$110K 0.01%
168
427
$109K 0.01%
+5,115
428
$109K 0.01%
668
429
$108K 0.01%
+2,622
430
$107K 0.01%
531
-105
431
$107K 0.01%
353
432
$105K 0.01%
5,319
+360
433
$104K 0.01%
302
434
$102K 0.01%
+10,515
435
$102K 0.01%
395
436
$101K 0.01%
519
437
$99.3K 0.01%
1,681
-3,420
438
$98.8K 0.01%
14,774
-23,385
439
$98.4K 0.01%
2,478
440
$96.1K 0.01%
2,700
441
$96K 0.01%
2,294
442
$95.5K 0.01%
3,027
-58
443
$95.3K 0.01%
998
444
$95K 0.01%
497
445
$94.4K 0.01%
4,784
+2,528
446
$92.3K 0.01%
876
447
$92.2K 0.01%
815
448
$91.9K 0.01%
417
-25
449
$91.8K 0.01%
4,000
450
$89.5K 0.01%
1,627
16 17
18
19 20