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
501
$62.6K 0.01%
1,072
502
$62K 0.01%
801
+4
503
$61.7K 0.01%
593
504
$61.3K 0.01%
468
-45
505
$61.2K 0.01%
36
506
$61K 0.01%
2,154
-428
507
$60.8K 0.01%
19
508
$60.6K 0.01%
128
509
$59.4K 0.01%
1,985
510
$59K 0.01%
1,856
511
$58.9K 0.01%
161
512
$58.8K 0.01%
3,933
-8,646
513
$58.3K 0.01%
935
514
$57.7K 0.01%
246
515
$57.7K 0.01%
+274
516
$57.6K 0.01%
214
517
$57.3K 0.01%
193
-73
518
$57K 0.01%
2,685
-400
519
$57K 0.01%
290
-100
520
$56.9K 0.01%
1,261
521
$56K 0.01%
1,095
522
$55.6K 0.01%
1,537
523
$55.6K 0.01%
+870
524
$55.5K 0.01%
917
+21
525
$54.2K 0.01%
13,730
-30,642
19 20
21
22 23