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
$656M
AUM Growth
-$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$2.1M
3
+$1.84M
4
VHT icon
Vanguard Health Care ETF
VHT
+$1.83M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$1.79M

Top Sells

1
+$48.2M
2
+$19.1M
3
+$17.5M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$8.76M
5
PLMR icon
Palomar
PLMR
+$8.14M

Sector Composition

1 Technology 10.14%
2 Financials 5.94%
3 Healthcare 3.99%
4 Communication Services 2.84%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$63.4K 0.01%
162
477
$62.8K 0.01%
797
+329
478
$61.9K 0.01%
214
479
$61.7K 0.01%
1,957
-9,446
480
$61.2K 0.01%
3,703
-8,362
481
$61.1K 0.01%
246
-140
482
$60.7K 0.01%
128
483
$59.9K 0.01%
19
484
$59.3K 0.01%
601
485
$58.5K 0.01%
593
-727
486
$58.3K 0.01%
935
487
$58.1K 0.01%
936
488
$57.9K 0.01%
1,985
-19,141
489
$57.9K 0.01%
1,095
490
$56.2K 0.01%
2,775
491
$56K 0.01%
938
+822
492
$55.6K 0.01%
161
+61
493
$54.8K 0.01%
2,775
-1,000
494
$54.4K 0.01%
1,537
495
$54K 0.01%
3,280
496
$52.9K 0.01%
125
497
$52.5K 0.01%
975
+36
498
$51.9K 0.01%
506
499
$51.8K 0.01%
555
500
$51.5K 0.01%
182
18 19
20
21 22