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 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
526
$18.6K ﹤0.01%
+180
527
$18.4K ﹤0.01%
+75
528
$18K ﹤0.01%
+48
529
$17.6K ﹤0.01%
+135
530
$17.6K ﹤0.01%
+87
531
$17.5K ﹤0.01%
+133
532
$17.3K ﹤0.01%
+336
533
$17.1K ﹤0.01%
+3,303
534
$16.9K ﹤0.01%
+1,669
535
$16.6K ﹤0.01%
+396
536
$16.4K ﹤0.01%
+309
537
$15.9K ﹤0.01%
+388
538
$15.9K ﹤0.01%
+253
539
$15.9K ﹤0.01%
+1,108
540
$15.4K ﹤0.01%
+128
541
$14.8K ﹤0.01%
+100
542
$14.7K ﹤0.01%
+330
543
$14.5K ﹤0.01%
+34
544
$14.4K ﹤0.01%
+190
545
$14.2K ﹤0.01%
+382
546
$14.2K ﹤0.01%
+300
547
$13.8K ﹤0.01%
+1,609
548
$13.3K ﹤0.01%
+228
549
$13K ﹤0.01%
+500
550
$12.8K ﹤0.01%
+187