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
$277M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.51M
3
+$1.44M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.25M
5
WBA
Walgreens Boots Alliance
WBA
+$1.18M

Top Sells

1
+$2.9M
2
+$1.12M
3
+$931K
4
SHPG
Shire pic
SHPG
+$813K
5
AAPL icon
Apple
AAPL
+$770K

Sector Composition

1 Healthcare 9.33%
2 Technology 8.9%
3 Financials 7.89%
4 Consumer Staples 7.31%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$7.13K ﹤0.01%
55
502
$6.27K ﹤0.01%
33
503
$6.23K ﹤0.01%
208
-2,097
504
$6.15K ﹤0.01%
100
505
$6.14K ﹤0.01%
189
506
$6K ﹤0.01%
69
-416
507
$5.69K ﹤0.01%
300
+280
508
$5.66K ﹤0.01%
+299
509
$5.58K ﹤0.01%
298
-3,015
510
$5.57K ﹤0.01%
297
+185
511
$5.55K ﹤0.01%
296
+186
512
$5.49K ﹤0.01%
295
+212
513
$5.31K ﹤0.01%
294
-64
514
$5.3K ﹤0.01%
586
+300
515
$5.28K ﹤0.01%
+292
516
$5.19K ﹤0.01%
294
+7
517
$5.07K ﹤0.01%
1,740
+1,290
518
$4.45K ﹤0.01%
289
-5,683
519
$4.09K ﹤0.01%
288
-204,212
520
$3.66K ﹤0.01%
287
+166
521
$3.45K ﹤0.01%
286
-25,425
522
$3.11K ﹤0.01%
285
+257
523
$2.67K ﹤0.01%
284
+192
524
$1.96K ﹤0.01%
+283
525
$1.41K ﹤0.01%
282
+106
19 20
21
22 23