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 Buys

1
+$4.56M
2
+$1.73M
3
+$1.61M
4
NVTA
Invitae Corporation
NVTA
+$1.3M
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$1.27M

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
551
$12.7K ﹤0.01%
+33
552
$12.4K ﹤0.01%
+654
553
$12.3K ﹤0.01%
+33
554
$12.1K ﹤0.01%
+208
555
$12K ﹤0.01%
+876
556
$11.7K ﹤0.01%
+126
557
$11.5K ﹤0.01%
+131
558
$11.3K ﹤0.01%
+155
559
$10.9K ﹤0.01%
+102
560
$10.7K ﹤0.01%
+769
561
$10.7K ﹤0.01%
+20
562
$10.5K ﹤0.01%
+236
563
$10.3K ﹤0.01%
+208
564
$10.2K ﹤0.01%
+40
565
$10.1K ﹤0.01%
+74
566
$10K ﹤0.01%
+243
567
$9.94K ﹤0.01%
+468
568
$9.9K ﹤0.01%
+87
569
$9.82K ﹤0.01%
+648
570
$9.75K ﹤0.01%
+669
571
$9.51K ﹤0.01%
+260
572
$9.5K ﹤0.01%
+152
573
$9.2K ﹤0.01%
+1,417
574
$9.16K ﹤0.01%
+253
575
$9.14K ﹤0.01%
+424
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