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
26
$7.47M 0.95%
39,485
+22,837
27
$7.42M 0.94%
47,866
+4,255
28
$7.34M 0.93%
75,280
+21,694
29
$7.23M 0.92%
211,823
-7,863
30
$7.11M 0.9%
143,772
-17,585
31
$6.91M 0.88%
36,282
+27,012
32
$6.51M 0.83%
124,688
+7,899
33
$6.49M 0.82%
28,913
+4,363
34
$6.47M 0.82%
55,032
-10,088
35
$6.28M 0.8%
30,367
-4,569
36
$6.06M 0.77%
35,788
+536
37
$6.03M 0.77%
8,466
+8,318
38
$5.86M 0.74%
15,609
+3,875
39
$5.77M 0.73%
81,737
-2,206
40
$5.63M 0.71%
6,146
+5,550
41
$5.42M 0.69%
103,215
-7,196
42
$5.29M 0.67%
91,174
+1,599
43
$5.25M 0.67%
11,591
-911
44
$5.06M 0.64%
36,766
-153
45
$4.75M 0.6%
8,823
+6,883
46
$4.46M 0.57%
155,924
+59,953
47
$4.4M 0.56%
100,016
-6,628
48
$4.34M 0.55%
32,300
+10,290
49
$3.86M 0.49%
170,259
+2,217
50
$3.7M 0.47%
16,826
-156
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