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
576
$28.1K ﹤0.01%
4,585
+3,197
577
$27.7K ﹤0.01%
+1,009
578
$27.5K ﹤0.01%
+1,065
579
$27.4K ﹤0.01%
319
-79
580
$26.9K ﹤0.01%
587
581
$26.9K ﹤0.01%
280
582
$26.7K ﹤0.01%
+1,919
583
$26.7K ﹤0.01%
613
584
$26.6K ﹤0.01%
2,377
-21,087
585
$26.3K ﹤0.01%
399
586
$25.9K ﹤0.01%
316
587
$25.9K ﹤0.01%
76
588
$25.8K ﹤0.01%
242
-166
589
$25.1K ﹤0.01%
+1,332
590
$25K ﹤0.01%
776
591
$24.4K ﹤0.01%
798
+1
592
$24.3K ﹤0.01%
162
-20
593
$24K ﹤0.01%
2,341
-10,988
594
$24K ﹤0.01%
1,234
-700
595
$23.8K ﹤0.01%
2,885
596
$23.4K ﹤0.01%
2,206
-55,608
597
$23.4K ﹤0.01%
299
598
$23K ﹤0.01%
+450
599
$22.9K ﹤0.01%
382
600
$22.7K ﹤0.01%
+200
22 23
24
25 26