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
$770M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$18M
3
+$8.76M
4
AMZN icon
Amazon
AMZN
+$7.63M
5
PLMR icon
Palomar
PLMR
+$6.98M

Top Sells

1
+$3.1M
2
+$2.52M
3
+$2.18M
4
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$1.65M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.49M

Sector Composition

1 Technology 12.15%
2 Consumer Staples 7.79%
3 Financials 6.32%
4 Healthcare 4.92%
5 Consumer Discretionary 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$35.1K ﹤0.01%
661
-195
552
$35K ﹤0.01%
5,046
553
$34.8K ﹤0.01%
+3,347
554
$34.2K ﹤0.01%
+5,000
555
$34.2K ﹤0.01%
225
-49
556
$33.5K ﹤0.01%
651
557
$33.3K ﹤0.01%
+100
558
$33.3K ﹤0.01%
158
559
$32.9K ﹤0.01%
194
-200
560
$32.8K ﹤0.01%
85
561
$32.6K ﹤0.01%
351
562
$32K ﹤0.01%
500
563
$31.6K ﹤0.01%
1,491
+752
564
$31.1K ﹤0.01%
138
+111
565
$31.1K ﹤0.01%
270
566
$31.1K ﹤0.01%
523
-256
567
$30.8K ﹤0.01%
1,102
-600
568
$30.4K ﹤0.01%
1,786
569
$30.3K ﹤0.01%
125
570
$29.9K ﹤0.01%
111
-141
571
$29.7K ﹤0.01%
417
572
$29.3K ﹤0.01%
2,047
-7,166
573
$29.1K ﹤0.01%
300
574
$28.9K ﹤0.01%
+959
575
$28.1K ﹤0.01%
946
21 22
23
24 25