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
601
$22.7K ﹤0.01%
180
602
$22K ﹤0.01%
+184
603
$21.7K ﹤0.01%
465
-6,240
604
$21.2K ﹤0.01%
2,422
605
$21.2K ﹤0.01%
227
-4,223
606
$21.2K ﹤0.01%
86
-510
607
$20.9K ﹤0.01%
160
-28
608
$19.8K ﹤0.01%
+37
609
$19.4K ﹤0.01%
100
+1
610
$19.4K ﹤0.01%
+678
611
$18.9K ﹤0.01%
840
612
$18.4K ﹤0.01%
324
613
$18K ﹤0.01%
309
614
$17.7K ﹤0.01%
+4,254
615
$17.4K ﹤0.01%
348
616
$17.1K ﹤0.01%
734
-2,590
617
$17.1K ﹤0.01%
730
618
$17.1K ﹤0.01%
143
619
$16.9K ﹤0.01%
+53
620
$16.8K ﹤0.01%
143
-153
621
$16.4K ﹤0.01%
120
622
$15.9K ﹤0.01%
190
623
$15.8K ﹤0.01%
92
-77
624
$15.8K ﹤0.01%
99
-22
625
$15.1K ﹤0.01%
252
23 24
25
26 27