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
$656M
AUM Growth
-$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$2.1M
3
+$1.84M
4
VHT icon
Vanguard Health Care ETF
VHT
+$1.83M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$1.79M

Top Sells

1
+$48.2M
2
+$19.1M
3
+$17.5M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$8.76M
5
PLMR icon
Palomar
PLMR
+$8.14M

Sector Composition

1 Technology 10.14%
2 Financials 5.94%
3 Healthcare 3.99%
4 Communication Services 2.84%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$29.9K ﹤0.01%
280
552
$29.6K ﹤0.01%
+1,196
553
$29.2K ﹤0.01%
50
+46
554
$29.2K ﹤0.01%
1,786
555
$28.6K ﹤0.01%
214
+30
556
$28.5K ﹤0.01%
+1,204
557
$28.4K ﹤0.01%
399
558
$28.2K ﹤0.01%
316
559
$27.9K ﹤0.01%
587
560
$27.8K ﹤0.01%
2,377
561
$27.7K ﹤0.01%
613
562
$27.5K ﹤0.01%
2,943
-47,382
563
$27.5K ﹤0.01%
76
564
$27.4K ﹤0.01%
382
565
$27.2K ﹤0.01%
776
566
$26.9K ﹤0.01%
+833
567
$25.5K ﹤0.01%
4,222
-36,920
568
$25.3K ﹤0.01%
6
+4
569
$25K ﹤0.01%
299
570
$24.9K ﹤0.01%
227
571
$23.8K ﹤0.01%
236
-472
572
$23.4K ﹤0.01%
2,341
573
$22.8K ﹤0.01%
594
+411
574
$22.7K ﹤0.01%
86
575
$22.7K ﹤0.01%
70
-220
21 22
23
24 25