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
$770M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$18M
3
+$8.76M
4
AMZN icon
Amazon
AMZN
+$7.63M
5
PLMR icon
Palomar
PLMR
+$6.98M

Top Sells

1
+$3.1M
2
+$2.52M
3
+$2.18M
4
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$1.65M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.49M

Sector Composition

1 Technology 12.15%
2 Consumer Staples 7.79%
3 Financials 6.32%
4 Healthcare 4.92%
5 Consumer Discretionary 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$88.8K 0.01%
+1,236
452
$87.9K 0.01%
385
453
$87.7K 0.01%
+3,347
454
$87.6K 0.01%
766
-62
455
$86.7K 0.01%
290
456
$86.3K 0.01%
2,284
457
$85.9K 0.01%
4,370
-723
458
$85.8K 0.01%
1,769
459
$84.6K 0.01%
3,254
-338
460
$84K 0.01%
413
461
$83.5K 0.01%
502
-1,602
462
$83.5K 0.01%
106
-115
463
$82.9K 0.01%
386
-926
464
$81.1K 0.01%
556
+13
465
$80.6K 0.01%
1,661
466
$80.6K 0.01%
151
+1
467
$79K 0.01%
1,554
-157
468
$77.8K 0.01%
+1,436
469
$77.8K 0.01%
4,075
470
$75.1K 0.01%
1,987
-6,529
471
$74.9K 0.01%
787
-1,307
472
$74.4K 0.01%
3,876
-13,819
473
$74.4K 0.01%
1,000
474
$73K 0.01%
278
-239
475
$72.3K 0.01%
1,262
+1
17 18
19
20 21