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
501
$58.6K 0.01%
4,676
502
$57.9K 0.01%
1,856
503
$57.6K 0.01%
603
504
$56.6K 0.01%
+5,000
505
$56.5K 0.01%
+1,148
506
$56.3K 0.01%
19
507
$55.8K 0.01%
1,178
508
$54.7K 0.01%
935
509
$54.6K 0.01%
1,457
510
$54.5K 0.01%
182
511
$54.4K 0.01%
513
-153
512
$54.2K 0.01%
234
-52
513
$54K 0.01%
162
-169
514
$53.9K 0.01%
128
-6
515
$53.4K 0.01%
936
516
$53.4K 0.01%
1,095
517
$52.2K 0.01%
1,432
-39
518
$52.1K 0.01%
2,775
519
$51.7K 0.01%
914
-3
520
$50.9K 0.01%
939
-47
521
$50.2K 0.01%
+950
522
$49.9K 0.01%
5,624
-476
523
$49.1K 0.01%
3,280
524
$48.9K 0.01%
125
525
$48.5K 0.01%
+1,345
19 20
21
22 23