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
$656M
AUM Growth
-$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$2.1M
3
+$1.84M
4
VHT icon
Vanguard Health Care ETF
VHT
+$1.83M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$1.79M

Top Sells

1
+$48.2M
2
+$19.1M
3
+$17.5M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$8.76M
5
PLMR icon
Palomar
PLMR
+$8.14M

Sector Composition

1 Technology 10.14%
2 Financials 5.94%
3 Healthcare 3.99%
4 Communication Services 2.84%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$102K 0.02%
876
427
$102K 0.02%
1,769
428
$99.8K 0.02%
502
429
$98.2K 0.02%
815
430
$97.4K 0.01%
+10,974
431
$95.9K 0.01%
1,000
432
$95.4K 0.01%
462
-11,400
433
$95.3K 0.01%
2,284
434
$94.9K 0.01%
582
+26
435
$93.5K 0.01%
3,278
+624
436
$92.4K 0.01%
390
+90
437
$90.6K 0.01%
4,000
438
$89.4K 0.01%
1,554
439
$87K 0.01%
1,436
440
$86.2K 0.01%
4,075
441
$85.8K 0.01%
150
-1
442
$85.2K 0.01%
+917
443
$84.2K 0.01%
732
-3,800
444
$84.2K 0.01%
260
445
$84K 0.01%
2,902
+1,800
446
$81.9K 0.01%
1,661
447
$80.6K 0.01%
766
448
$79K 0.01%
278
449
$76.1K 0.01%
1,559
450
$75.6K 0.01%
770
16 17
18
19 20