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
$640M
AUM Growth
-$50.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
997
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$4.83M
3
+$3.48M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$2.66M
5
IMTM icon
iShares MSCI Intl Momentum Factor ETF
IMTM
+$2.58M

Top Sells

1
+$45.2M
2
+$21.4M
3
+$19.2M
4
PLMR icon
Palomar
PLMR
+$14.4M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$8.02M

Sector Composition

1 Technology 9.71%
2 Financials 5.66%
3 Healthcare 3.93%
4 Consumer Discretionary 3.25%
5 Industrials 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$62.4K 0.01%
252
+141
477
$62.4K 0.01%
603
478
$62.1K 0.01%
4,676
-3,032
479
$61.6K 0.01%
8,432
+227
480
$61.4K 0.01%
+7,520
481
$61.3K 0.01%
346
482
$60.4K 0.01%
1,559
483
$59.9K 0.01%
19
-2
484
$59.5K 0.01%
1,883
485
$59.1K 0.01%
1,178
-570
486
$58K 0.01%
182
487
$57.4K 0.01%
3,910
488
$56.8K 0.01%
935
489
$56K 0.01%
+394
490
$54.9K 0.01%
1,095
+40
491
$54.5K 0.01%
+1,471
492
$54.4K 0.01%
36
493
$54.3K 0.01%
6,100
+476
494
$54.1K 0.01%
2,775
495
$54K 0.01%
936
-316
496
$53.2K 0.01%
1,457
+100
497
$53.2K 0.01%
3,280
498
$52.7K 0.01%
134
499
$52.6K 0.01%
1,075
+127
500
$51.9K 0.01%
122
18 19
20
21 22