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
$277M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.51M
3
+$1.44M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.25M
5
WBA
Walgreens Boots Alliance
WBA
+$1.18M

Top Sells

1
+$2.9M
2
+$1.12M
3
+$931K
4
SHPG
Shire pic
SHPG
+$813K
5
AAPL icon
Apple
AAPL
+$770K

Sector Composition

1 Healthcare 9.33%
2 Technology 8.9%
3 Financials 7.89%
4 Consumer Staples 7.31%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.84M 0.67%
34,644
-241
27
$1.84M 0.67%
15,628
+1,333
28
$1.84M 0.66%
25,157
+1,897
29
$1.78M 0.64%
32,035
+966
30
$1.74M 0.63%
8,674
-1,687
31
$1.72M 0.62%
49,889
+49
32
$1.67M 0.6%
30,508
-58
33
$1.65M 0.6%
40,819
-369
34
$1.62M 0.58%
27,540
35
$1.59M 0.57%
13,990
-4,603
36
$1.57M 0.57%
15,050
-1,612
37
$1.55M 0.56%
56,155
+55,244
38
$1.54M 0.56%
36,349
-3,108
39
$1.52M 0.55%
11,745
+6,999
40
$1.51M 0.55%
+65,342
41
$1.5M 0.54%
40,369
-131
42
$1.48M 0.54%
25,200
43
$1.44M 0.52%
+16,013
44
$1.43M 0.52%
9,914
-223
45
$1.43M 0.52%
4,985
-2,030
46
$1.43M 0.52%
12,859
+2
47
$1.42M 0.51%
7,460
+28
48
$1.35M 0.49%
22,649
-700
49
$1.34M 0.49%
21,243
+18,613
50
$1.33M 0.48%
32,191
-6,113
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