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
$788M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
991
New
Increased
Reduced
Closed

Top Buys

1
+$46.7M
2
+$17.8M
3
+$9.5M
4
AAPL icon
Apple
AAPL
+$8.99M
5
AMZN icon
Amazon
AMZN
+$8.86M

Top Sells

1
+$2.66M
2
+$2.45M
3
+$1.67M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.19M
5
QCOM icon
Qualcomm
QCOM
+$1.11M

Sector Composition

1 Technology 12.56%
2 Consumer Staples 8.01%
3 Financials 7.27%
4 Healthcare 4.4%
5 Consumer Discretionary 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$106K 0.01%
7,477
452
$106K 0.01%
3,874
-284
453
$106K 0.01%
+8,398
454
$104K 0.01%
497
455
$104K 0.01%
519
456
$103K 0.01%
4,021
-4,451
457
$103K 0.01%
292
-5
458
$103K 0.01%
417
459
$102K 0.01%
1,594
-151
460
$101K 0.01%
+1,800
461
$99K 0.01%
2,001
+1,388
462
$98.1K 0.01%
+10,515
463
$97.5K 0.01%
92
-28
464
$96.5K 0.01%
815
465
$92.9K 0.01%
527
-2,085
466
$92.3K 0.01%
1,627
467
$91.8K 0.01%
4,000
468
$90.6K 0.01%
260
469
$90.5K 0.01%
876
470
$89.1K 0.01%
1,554
471
$88.4K 0.01%
10,418
-29,164
472
$88.1K 0.01%
358
-132
473
$85.8K 0.01%
150
474
$85.4K 0.01%
2,294
475
$85.3K 0.01%
1,769
17 18
19
20 21