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
$640M
AUM Growth
-$50.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
997
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$4.83M
3
+$3.48M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$2.66M
5
IMTM icon
iShares MSCI Intl Momentum Factor ETF
IMTM
+$2.58M

Top Sells

1
+$45.2M
2
+$21.4M
3
+$19.2M
4
PLMR icon
Palomar
PLMR
+$14.4M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$8.02M

Sector Composition

1 Technology 9.71%
2 Financials 5.66%
3 Healthcare 3.93%
4 Consumer Discretionary 3.25%
5 Industrials 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$74.4K 0.01%
608
-10,955
452
$74.1K 0.01%
+1,427
453
$73.8K 0.01%
+1,682
454
$72.6K 0.01%
8,059
-1,188
455
$72.6K 0.01%
1,934
456
$72.5K 0.01%
3,716
457
$71.6K 0.01%
2,826
458
$71.5K 0.01%
214
459
$71.2K 0.01%
543
+435
460
$71.2K 0.01%
3,775
461
$70.8K 0.01%
732
-4,892
462
$69.4K 0.01%
+3,051
463
$69.4K 0.01%
666
+153
464
$69.3K 0.01%
+1,460
465
$68.8K 0.01%
650
466
$68.3K 0.01%
459
+263
467
$68K 0.01%
3,085
+205
468
$67.2K 0.01%
1,266
+1,124
469
$66.8K 0.01%
555
470
$66.7K 0.01%
3,376
-1,355
471
$65.1K 0.01%
286
+52
472
$65.1K 0.01%
1,261
473
$64K 0.01%
1,004
+4
474
$63.6K 0.01%
917
+3
475
$62.8K 0.01%
1,072
17 18
19
20 21