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
$770M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$18M
3
+$8.76M
4
AMZN icon
Amazon
AMZN
+$7.63M
5
PLMR icon
Palomar
PLMR
+$6.98M

Top Sells

1
+$3.1M
2
+$2.52M
3
+$2.18M
4
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$1.65M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.49M

Sector Composition

1 Technology 12.15%
2 Consumer Staples 7.79%
3 Financials 6.32%
4 Healthcare 4.92%
5 Consumer Discretionary 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$72K 0.01%
260
477
$71.7K 0.01%
2,654
-722
478
$71.4K 0.01%
3,716
479
$71.3K 0.01%
+9,405
480
$71.2K 0.01%
600
-282
481
$70.1K 0.01%
2,148
-10,220
482
$69.9K 0.01%
770
-37
483
$67.6K 0.01%
2,582
-244
484
$65.8K 0.01%
3,775
485
$65.7K 0.01%
1,559
486
$64.7K 0.01%
601
487
$64.2K 0.01%
5,491
-29,446
488
$64.1K 0.01%
2,880
-205
489
$63.9K 0.01%
1,883
490
$63.8K 0.01%
708
-2,588
491
$63.4K 0.01%
300
-390
492
$62.6K 0.01%
1,266
493
$61.1K 0.01%
214
494
$60.7K 0.01%
1,000
-4
495
$60.4K 0.01%
765
-1,875
496
$60.1K 0.01%
1,072
497
$59.6K 0.01%
3,910
498
$59.5K 0.01%
+355
499
$59.4K 0.01%
555
500
$59.2K 0.01%
36
18 19
20
21 22