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
$476M
AUM Growth
+$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$1.73M
3
+$1.61M
4
NVTA
Invitae Corporation
NVTA
+$1.3M
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$1.27M

Top Sells

1
+$8.28M
2
+$4.23M
3
+$1.41M
4
LRCX icon
Lam Research
LRCX
+$1.07M
5
ADSK icon
Autodesk
ADSK
+$1.01M

Sector Composition

1 Technology 11.85%
2 Financials 7.38%
3 Healthcare 5.88%
4 Consumer Staples 5.56%
5 Consumer Discretionary 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$34.6K 0.01%
+448
477
$33.7K 0.01%
+100
478
$33.4K 0.01%
+1,169
479
$33.1K 0.01%
102
-960
480
$32.9K 0.01%
+187
481
$31.4K 0.01%
+299
482
$31.4K 0.01%
+115
483
$31.2K 0.01%
+2,000
484
$31.2K 0.01%
+5,341
485
$31K 0.01%
+3,768
486
$31K 0.01%
+429
487
$30.5K 0.01%
+403
488
$30.2K 0.01%
+650
489
$29.7K 0.01%
+2,648
490
$29.2K 0.01%
+565
491
$27.9K 0.01%
+674
492
$27.7K 0.01%
+197
493
$27.5K 0.01%
+396
494
$26.9K 0.01%
+417
495
$26K 0.01%
+1,786
496
$26K 0.01%
+1,000
497
$25.5K 0.01%
+96
498
$25.4K 0.01%
+264
499
$25K 0.01%
+196
500
$24.7K 0.01%
+618
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