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
526
$53.2K 0.01%
125
527
$53.1K 0.01%
3,703
528
$52.9K 0.01%
3,546
-20,625
529
$52.1K 0.01%
555
530
$51.6K 0.01%
609
531
$51.4K 0.01%
601
532
$50.9K 0.01%
8,583
533
$50.6K 0.01%
2,775
534
$49.8K 0.01%
25
535
$49.7K 0.01%
394
536
$49.4K 0.01%
554
+450
537
$49K 0.01%
2,775
538
$48.7K 0.01%
1,202
539
$48.6K 0.01%
939
-36
540
$48.5K 0.01%
1,081
-600
541
$47.6K 0.01%
+988
542
$46.9K 0.01%
182
543
$46.7K 0.01%
506
544
$46.4K 0.01%
+1,642
545
$46.3K 0.01%
4,676
546
$46.1K 0.01%
3,280
547
$45.7K 0.01%
936
548
$45.3K 0.01%
428
549
$44.8K 0.01%
2,487
+52
550
$44.7K 0.01%
1,728
-74
20 21
22
23 24