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
601
$26.7K ﹤0.01%
587
602
$26.5K ﹤0.01%
115
+16
603
$26.5K ﹤0.01%
661
604
$26.2K ﹤0.01%
457
-3,046
605
$26.2K ﹤0.01%
1,009
606
$25.9K ﹤0.01%
603
+216
607
$25.6K ﹤0.01%
1,786
608
$25.4K ﹤0.01%
213
609
$24.3K ﹤0.01%
1,181
+365
610
$24.2K ﹤0.01%
873
-2,701
611
$24.1K ﹤0.01%
2,046
612
$23.7K ﹤0.01%
2,341
613
$23.1K ﹤0.01%
+1,055
614
$22.9K ﹤0.01%
270
-38
615
$22.8K ﹤0.01%
+678
616
$22.6K ﹤0.01%
299
617
$22.5K ﹤0.01%
37
618
$22.4K ﹤0.01%
184
-30
619
$22.1K ﹤0.01%
180
620
$21.9K ﹤0.01%
902
-10,345
621
$21.7K ﹤0.01%
227
622
$21.3K ﹤0.01%
176
+138
623
$20.3K ﹤0.01%
373
-276
624
$20.3K ﹤0.01%
345
-54
625
$20.1K ﹤0.01%
99
23 24
25
26 27