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
$476M
AUM Growth
+$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$1.73M
3
+$1.61M
4
NVTA
Invitae Corporation
NVTA
+$1.3M
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$1.27M

Top Sells

1
+$8.28M
2
+$4.23M
3
+$1.41M
4
LRCX icon
Lam Research
LRCX
+$1.07M
5
ADSK icon
Autodesk
ADSK
+$1.01M

Sector Composition

1 Technology 11.85%
2 Financials 7.38%
3 Healthcare 5.88%
4 Consumer Staples 5.56%
5 Consumer Discretionary 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$24.5K 0.01%
+118
502
$24.1K 0.01%
+315
503
$23.5K ﹤0.01%
+313
504
$23.4K ﹤0.01%
+109
505
$22.6K ﹤0.01%
+1,636
506
$22.3K ﹤0.01%
+381
507
$22.1K ﹤0.01%
+485
508
$22K ﹤0.01%
+123
509
$21.8K ﹤0.01%
+575
510
$21.5K ﹤0.01%
+916
511
$21.5K ﹤0.01%
+1,045
512
$21.4K ﹤0.01%
+215
513
$21.4K ﹤0.01%
+621
514
$20.8K ﹤0.01%
+620
515
$20.8K ﹤0.01%
+1,487
516
$20.6K ﹤0.01%
+1,003
517
$20.4K ﹤0.01%
+2,422
518
$20.3K ﹤0.01%
+219
519
$20.2K ﹤0.01%
+455
520
$20.1K ﹤0.01%
+168
521
$20.1K ﹤0.01%
+689
522
$19.9K ﹤0.01%
+387
523
$19.9K ﹤0.01%
+153
524
$19.6K ﹤0.01%
+1,319
525
$18.7K ﹤0.01%
+109
19 20
21
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