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
$788M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
991
New
Increased
Reduced
Closed

Top Buys

1
+$46.7M
2
+$17.8M
3
+$9.5M
4
AAPL icon
Apple
AAPL
+$8.99M
5
AMZN icon
Amazon
AMZN
+$8.86M

Top Sells

1
+$2.66M
2
+$2.45M
3
+$1.67M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.19M
5
QCOM icon
Qualcomm
QCOM
+$1.11M

Sector Composition

1 Technology 12.56%
2 Consumer Staples 8.01%
3 Financials 7.27%
4 Healthcare 4.4%
5 Consumer Discretionary 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$120K 0.02%
5,065
427
$119K 0.02%
700
428
$119K 0.02%
2,478
429
$117K 0.01%
302
430
$116K 0.01%
12,563
-761
431
$116K 0.01%
1,165
-4,048
432
$116K 0.01%
465
433
$115K 0.01%
354
-201
434
$115K 0.01%
435
-48
435
$114K 0.01%
2,603
-1,436
436
$114K 0.01%
+2,622
437
$113K 0.01%
3,080
438
$111K 0.01%
3,646
-12,128
439
$111K 0.01%
841
440
$111K 0.01%
460
441
$109K 0.01%
+5,115
442
$109K 0.01%
1,032
-34
443
$109K 0.01%
+1,497
444
$108K 0.01%
1,173
-51
445
$108K 0.01%
+1,443
446
$108K 0.01%
1,353
-870
447
$107K 0.01%
2,000
448
$107K 0.01%
4,446
+1,391
449
$107K 0.01%
502
450
$107K 0.01%
1,648
+1,624
16 17
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