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
$282M
AUM Growth
-$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
599
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2.27M
3
+$1.47M
4
AZN icon
AstraZeneca
AZN
+$1.28M
5
SHPG
Shire pic
SHPG
+$1.26M

Top Sells

1
+$7.94M
2
+$3.29M
3
+$1.51M
4
ESRX
Express Scripts Holding Company
ESRX
+$1.45M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$1.32M

Sector Composition

1 Financials 10.35%
2 Technology 9.87%
3 Healthcare 7.95%
4 Consumer Staples 6.73%
5 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 0.72%
14,736
-1,790
27
$1.73M 0.61%
33,439
-6,834
28
$1.71M 0.61%
26,596
-672
29
$1.71M 0.61%
32,134
-1
30
$1.7M 0.6%
22,663
-6,433
31
$1.69M 0.6%
29,749
-8,814
32
$1.67M 0.59%
15,658
-1,862
33
$1.66M 0.59%
17,396
+2,237
34
$1.65M 0.59%
27,540
-1,900
35
$1.64M 0.58%
34,752
-8,546
36
$1.59M 0.56%
28,945
-2,366
37
$1.58M 0.56%
146,955
-18,930
38
$1.54M 0.55%
14,551
-1,283
39
$1.53M 0.54%
25,200
40
$1.51M 0.54%
6,157
-3,349
41
$1.49M 0.53%
37,264
-4,704
42
$1.44M 0.51%
7,432
43
$1.44M 0.51%
24,865
+6,645
44
$1.42M 0.5%
12,857
-329
45
$1.41M 0.5%
24,239
-1,874
46
$1.39M 0.49%
12,000
47
$1.35M 0.48%
27,667
-2,664
48
$1.33M 0.47%
12,549
-1,470
49
$1.33M 0.47%
6,250
-1,701
50
$1.32M 0.47%
36,740
+30,201
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