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
626
$14.8K ﹤0.01%
+456
627
$14.8K ﹤0.01%
+500
628
$14.6K ﹤0.01%
56
629
$14.5K ﹤0.01%
8
630
$14.4K ﹤0.01%
965
631
$14.3K ﹤0.01%
86
632
$13.8K ﹤0.01%
196
+190
633
$13.5K ﹤0.01%
8
634
$13.5K ﹤0.01%
70
635
$12.4K ﹤0.01%
85
636
$12.3K ﹤0.01%
+500
637
$12.2K ﹤0.01%
190
-110
638
$11.8K ﹤0.01%
180
-7,069
639
$11.8K ﹤0.01%
173
640
$11.5K ﹤0.01%
379
641
$11.4K ﹤0.01%
+722
642
$11.3K ﹤0.01%
+47
643
$11.3K ﹤0.01%
+500
644
$10.4K ﹤0.01%
180
645
$10.3K ﹤0.01%
97
646
$10.3K ﹤0.01%
+389
647
$10.2K ﹤0.01%
33
648
$10K ﹤0.01%
478
-1,553
649
$9.9K ﹤0.01%
206
650
$9.86K ﹤0.01%
117
24 25
26
27 28