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
576
$33.6K ﹤0.01%
+94
577
$33.5K ﹤0.01%
69
578
$33.1K ﹤0.01%
392
-162
579
$33K ﹤0.01%
91
-71
580
$32.9K ﹤0.01%
379
581
$32.7K ﹤0.01%
1,000
582
$32.7K ﹤0.01%
1,931
583
$32.1K ﹤0.01%
151
-7
584
$32K ﹤0.01%
373
+243
585
$32K ﹤0.01%
1,000
586
$31.8K ﹤0.01%
651
587
$31.5K ﹤0.01%
779
+185
588
$31.2K ﹤0.01%
+500
589
$30.2K ﹤0.01%
351
590
$29.3K ﹤0.01%
382
591
$29.1K ﹤0.01%
390
-1,233
592
$29.1K ﹤0.01%
300
593
$29K ﹤0.01%
270
594
$28.7K ﹤0.01%
417
595
$28.2K ﹤0.01%
316
596
$27.9K ﹤0.01%
280
597
$27.6K ﹤0.01%
2,090
598
$27.5K ﹤0.01%
2,885
599
$27.4K ﹤0.01%
76
600
$26.9K ﹤0.01%
516
+170
22 23
24
25 26