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
$656M
AUM Growth
-$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$2.1M
3
+$1.84M
4
VHT icon
Vanguard Health Care ETF
VHT
+$1.83M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$1.79M

Top Sells

1
+$48.2M
2
+$19.1M
3
+$17.5M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$8.76M
5
PLMR icon
Palomar
PLMR
+$8.14M

Sector Composition

1 Technology 10.14%
2 Financials 5.94%
3 Healthcare 3.99%
4 Communication Services 2.84%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$15.4K ﹤0.01%
456
602
$15.4K ﹤0.01%
+325
603
$15.2K ﹤0.01%
+387
604
$15.1K ﹤0.01%
379
605
$14.7K ﹤0.01%
8
606
$14.6K ﹤0.01%
237
+57
607
$14.3K ﹤0.01%
816
+94
608
$14.2K ﹤0.01%
177
+157
609
$14.2K ﹤0.01%
86
610
$14.1K ﹤0.01%
196
611
$13.9K ﹤0.01%
107
-248
612
$13.9K ﹤0.01%
+172
613
$13.4K ﹤0.01%
130
+13
614
$13.3K ﹤0.01%
244
+86
615
$12.8K ﹤0.01%
85
616
$12.7K ﹤0.01%
+200
617
$12.7K ﹤0.01%
129
+32
618
$12.6K ﹤0.01%
180
619
$12.2K ﹤0.01%
33
620
$12K ﹤0.01%
70
621
$11.8K ﹤0.01%
140
622
$11.4K ﹤0.01%
478
623
$11.4K ﹤0.01%
484
-14,960
624
$11.3K ﹤0.01%
+158
625
$11.2K ﹤0.01%
18
-150
23 24
25
26 27