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
451
$44.8K 0.01%
+1,001
452
$44.6K 0.01%
+1,513
453
$44.5K 0.01%
+5,058
454
$43.9K 0.01%
+288
455
$43.4K 0.01%
+400
456
$43.1K 0.01%
+341
457
$42.9K 0.01%
+1,974
458
$42K 0.01%
+1,212
459
$41.5K 0.01%
+1,159
460
$41.2K 0.01%
+502
461
$40.3K 0.01%
+896
462
$39.5K 0.01%
+217
463
$39.4K 0.01%
+416
464
$38.9K 0.01%
+425
465
$38.5K 0.01%
+1,679
466
$38.4K 0.01%
+1,156
467
$37.8K 0.01%
+748
468
$36.6K 0.01%
+900
469
$36.6K 0.01%
+286
470
$36.4K 0.01%
+1,203
471
$36.2K 0.01%
+8,332
472
$36K 0.01%
+791
473
$35.8K 0.01%
+928
474
$35.4K 0.01%
+1,165
475
$34.9K 0.01%
+563
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