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
$277M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.51M
3
+$1.44M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.25M
5
WBA
Walgreens Boots Alliance
WBA
+$1.18M

Top Sells

1
+$2.9M
2
+$1.12M
3
+$931K
4
SHPG
Shire pic
SHPG
+$813K
5
AAPL icon
Apple
AAPL
+$770K

Sector Composition

1 Healthcare 9.33%
2 Technology 8.9%
3 Financials 7.89%
4 Consumer Staples 7.31%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$20.6K 0.01%
858
-3,205
452
$20.2K 0.01%
272
+125
453
$20.1K 0.01%
674
454
$19.9K 0.01%
164
-257
455
$19.9K 0.01%
549
-236
456
$19.9K 0.01%
5,000
457
$19.7K 0.01%
408
-72
458
$19.4K 0.01%
470
459
$19K 0.01%
104
460
$18.4K 0.01%
510
461
$18.4K 0.01%
661
+279
462
$18.2K 0.01%
+277
463
$17.9K 0.01%
134
464
$17.9K 0.01%
430
465
$17.8K 0.01%
+212
466
$17.3K 0.01%
158
467
$16.4K 0.01%
382
468
$16.4K 0.01%
114
469
$15.7K 0.01%
277
470
$15.4K 0.01%
891
471
$15.3K 0.01%
+500
472
$15.1K 0.01%
1,319
473
$15.1K 0.01%
190
-161
474
$14.9K 0.01%
+1,234
475
$14.8K 0.01%
+250
17 18
19
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