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
$624M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
994
New
Increased
Reduced
Closed

Sector Composition

1 Technology 12.27%
2 Financials 6.47%
3 Healthcare 5.02%
4 Consumer Staples 3.96%
5 Consumer Discretionary 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$33.7K 0.01%
190
-338
552
$33.4K 0.01%
833
+144
553
$33.3K 0.01%
3,458
-2,211
554
$33.3K 0.01%
50
555
$33.1K 0.01%
700
556
$33K 0.01%
1,500
557
$32.9K 0.01%
1,746
558
$32.3K 0.01%
269
559
$32.3K 0.01%
19
560
$32K 0.01%
1,212
561
$31.9K 0.01%
581
562
$31.6K 0.01%
209
563
$31.5K 0.01%
2,000
564
$31.3K 0.01%
1,290
565
$31.2K 0.01%
327
566
$31.2K 0.01%
165
567
$30.9K 0.01%
269
+1
568
$30.6K ﹤0.01%
427
569
$30.5K ﹤0.01%
+298
570
$30.1K ﹤0.01%
975
571
$29.5K ﹤0.01%
742
572
$29.5K ﹤0.01%
814
573
$29.4K ﹤0.01%
505
574
$29.1K ﹤0.01%
427
575
$29K ﹤0.01%
8,331