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
$788M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
991
New
Increased
Reduced
Closed

Top Buys

1
+$46.7M
2
+$17.8M
3
+$9.5M
4
AAPL icon
Apple
AAPL
+$8.99M
5
AMZN icon
Amazon
AMZN
+$8.86M

Top Sells

1
+$2.66M
2
+$2.45M
3
+$1.67M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.19M
5
QCOM icon
Qualcomm
QCOM
+$1.11M

Sector Composition

1 Technology 12.56%
2 Consumer Staples 8.01%
3 Financials 7.27%
4 Healthcare 4.4%
5 Consumer Discretionary 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$83.2K 0.01%
+1,548
477
$82.8K 0.01%
1,267
+1,065
478
$82.7K 0.01%
1,000
479
$81.1K 0.01%
117
-21
480
$80.2K 0.01%
3,103
-1,261
481
$80.1K 0.01%
556
-26
482
$80K 0.01%
278
483
$79.6K 0.01%
400
484
$77K 0.01%
1,000
-9
485
$77K 0.01%
4,075
486
$76.7K 0.01%
6,020
487
$75.1K 0.01%
6,032
+3,172
488
$74.3K 0.01%
1,750
-1,750
489
$70.1K 0.01%
4,440
490
$69.7K 0.01%
770
491
$69.5K 0.01%
+1,398
492
$68K 0.01%
364
493
$67.7K 0.01%
708
+472
494
$66.6K 0.01%
1,559
495
$66.2K 0.01%
4,370
496
$64.1K 0.01%
3,466
497
$63.9K 0.01%
1,883
498
$63.3K 0.01%
298
499
$62.8K 0.01%
+950
500
$62.6K 0.01%
1,946
-6,113
18 19
20
21 22