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
551
$44.2K 0.01%
912
-749
552
$44.1K 0.01%
1,662
-1,240
553
$43.9K 0.01%
1,293
-634
554
$43.4K 0.01%
6,312
+5,151
555
$42.9K 0.01%
1,192
-158
556
$42.8K 0.01%
914
-3
557
$42.7K 0.01%
+5,000
558
$42.7K 0.01%
3,791
-12,251
559
$42.5K 0.01%
430
560
$42.4K 0.01%
1,127
+199
561
$42.3K 0.01%
581
562
$41.9K 0.01%
230
-164
563
$40.2K 0.01%
3,799
+3,605
564
$40.1K 0.01%
959
565
$39.4K 0.01%
300
566
$39.3K 0.01%
85
567
$38.4K ﹤0.01%
+312
568
$38.4K ﹤0.01%
559
569
$35.6K ﹤0.01%
420
+183
570
$35.5K ﹤0.01%
4,000
+1,623
571
$35.1K ﹤0.01%
+3,352
572
$34.8K ﹤0.01%
1,195
-61
573
$34.6K ﹤0.01%
3,624
574
$34.5K ﹤0.01%
500
575
$34K ﹤0.01%
2,521
21 22
23
24 25