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
501
$50.4K 0.01%
394
502
$50.3K 0.01%
2,507
-4,914
503
$49.4K 0.01%
4,676
504
$49.3K 0.01%
917
+3
505
$48.6K 0.01%
25
506
$48K 0.01%
1,350
-12,040
507
$48K 0.01%
+1,631
508
$47.7K 0.01%
1,202
-255
509
$46.4K 0.01%
1,802
+22
510
$46.4K 0.01%
1,256
-8,305
511
$45.9K 0.01%
430
512
$45.5K 0.01%
896
-2,325
513
$45.2K 0.01%
1,111
+890
514
$43.7K 0.01%
466
-321
515
$43.7K 0.01%
948
516
$43.4K 0.01%
554
517
$43.2K 0.01%
428
-748
518
$43K 0.01%
5,046
519
$42.5K 0.01%
581
520
$41.9K 0.01%
+649
521
$41.5K 0.01%
2,942
-4,473
522
$40.5K 0.01%
300
523
$39.7K 0.01%
2,521
-929
524
$39.1K 0.01%
1,000
-178
525
$38.2K 0.01%
85
19 20
21
22 23