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
476
$14.5K 0.01%
168
477
$14.4K 0.01%
90
+42
478
$14.4K 0.01%
117
-361
479
$14K 0.01%
133
480
$13.6K ﹤0.01%
+121
481
$13.3K ﹤0.01%
+214
482
$13.2K ﹤0.01%
2,000
483
$13.2K ﹤0.01%
1,747
-44,308
484
$13.2K ﹤0.01%
+100
485
$13K ﹤0.01%
+363
486
$12.8K ﹤0.01%
+2,202
487
$12.8K ﹤0.01%
466
488
$12.7K ﹤0.01%
+604
489
$12.6K ﹤0.01%
500
490
$12.4K ﹤0.01%
112
491
$12.4K ﹤0.01%
500
492
$11.7K ﹤0.01%
330
493
$10.9K ﹤0.01%
330
-3
494
$10.1K ﹤0.01%
155
495
$9.68K ﹤0.01%
92
496
$9.45K ﹤0.01%
1,504
497
$9.11K ﹤0.01%
100
498
$8.3K ﹤0.01%
62
499
$8.05K ﹤0.01%
89
500
$7.77K ﹤0.01%
300
18 19
20
21 22