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
576
$8.95K ﹤0.01%
+104
577
$8.86K ﹤0.01%
+54
578
$8.57K ﹤0.01%
+24
579
$8.42K ﹤0.01%
+201
580
$8.25K ﹤0.01%
+338
581
$7.91K ﹤0.01%
+100
582
$7.68K ﹤0.01%
+232
583
$7.49K ﹤0.01%
+42
584
$7.33K ﹤0.01%
+75
585
$7.05K ﹤0.01%
204,500
586
$7.05K ﹤0.01%
+84
587
$7.03K ﹤0.01%
+83
588
$6.91K ﹤0.01%
+47
589
$6.42K ﹤0.01%
+150
590
$6.38K ﹤0.01%
+158
591
$6.31K ﹤0.01%
+61
592
$6.25K ﹤0.01%
+1,172
593
$6.04K ﹤0.01%
+27
594
$5.86K ﹤0.01%
+400
595
$5.32K ﹤0.01%
+14
596
$4.97K ﹤0.01%
+500
597
$4.62K ﹤0.01%
+114
598
$4.53K ﹤0.01%
+36
599
$4.4K ﹤0.01%
+406
600
$4.31K ﹤0.01%
+10
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