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
$624M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
994
New
Increased
Reduced
Closed

Sector Composition

1 Technology 12.27%
2 Financials 6.47%
3 Healthcare 5.02%
4 Consumer Staples 3.96%
5 Consumer Discretionary 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$18.9K ﹤0.01%
336
627
$18.7K ﹤0.01%
361
+111
628
$18.6K ﹤0.01%
72
629
$18.4K ﹤0.01%
388
630
$18.1K ﹤0.01%
416
631
$18.1K ﹤0.01%
476
632
$17.7K ﹤0.01%
1,327
633
$17.5K ﹤0.01%
2,254
634
$16.9K ﹤0.01%
587
635
$16.6K ﹤0.01%
34
636
$16.6K ﹤0.01%
969
637
$16.4K ﹤0.01%
+122
638
$16.2K ﹤0.01%
1,500
639
$16.1K ﹤0.01%
108
-56
640
$16K ﹤0.01%
613
+204
641
$16K ﹤0.01%
187
642
$15.6K ﹤0.01%
140
-127
643
$15.6K ﹤0.01%
+260
644
$15.6K ﹤0.01%
296
645
$15.6K ﹤0.01%
148
+115
646
$15.5K ﹤0.01%
61
647
$15.4K ﹤0.01%
116
648
$15.3K ﹤0.01%
152
649
$15.2K ﹤0.01%
3,082
+1,049
650
$14.8K ﹤0.01%
600