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
$656M
AUM Growth
-$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$2.1M
3
+$1.84M
4
VHT icon
Vanguard Health Care ETF
VHT
+$1.83M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$1.79M

Top Sells

1
+$48.2M
2
+$19.1M
3
+$17.5M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$8.76M
5
PLMR icon
Palomar
PLMR
+$8.14M

Sector Composition

1 Technology 10.14%
2 Financials 5.94%
3 Healthcare 3.99%
4 Communication Services 2.84%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$75K 0.01%
1,883
452
$73.9K 0.01%
36
453
$73.5K 0.01%
761
+378
454
$73.1K 0.01%
4,370
455
$72.5K 0.01%
555
+57
456
$72.2K 0.01%
+400
457
$72.1K 0.01%
266
+32
458
$71.6K 0.01%
3,085
+205
459
$71.4K 0.01%
2,582
460
$71.3K 0.01%
3,466
-250
461
$70.6K 0.01%
4,440
+530
462
$70.2K 0.01%
364
-864
463
$70.1K 0.01%
+6,020
464
$68.7K 0.01%
3,055
+1,564
465
$68.6K 0.01%
298
-87
466
$68.1K 0.01%
1,009
+9
467
$68.1K 0.01%
1,927
-60
468
$67.3K 0.01%
394
+200
469
$65.1K 0.01%
1,261
-1
470
$65.1K 0.01%
1,856
471
$64.9K 0.01%
2,825
-7,812
472
$64.6K 0.01%
+609
473
$63.9K 0.01%
8,583
-6,191
474
$63.5K 0.01%
1,072
475
$63.4K 0.01%
513
17 18
19
20 21