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
626
$19.8K ﹤0.01%
+390
627
$19.8K ﹤0.01%
324
628
$19.6K ﹤0.01%
22
+10
629
$19.6K ﹤0.01%
358
+114
630
$19.3K ﹤0.01%
662
631
$19.3K ﹤0.01%
120
632
$19.1K ﹤0.01%
116
633
$19K ﹤0.01%
4,222
634
$19K ﹤0.01%
56
635
$18.9K ﹤0.01%
375
-563
636
$18.4K ﹤0.01%
190
637
$18.4K ﹤0.01%
143
638
$18.1K ﹤0.01%
87
639
$17.9K ﹤0.01%
730
640
$17.7K ﹤0.01%
+1,234
641
$17.2K ﹤0.01%
1,694
-1,249
642
$16.9K ﹤0.01%
8
643
$16.4K ﹤0.01%
252
644
$16.2K ﹤0.01%
264
645
$15.6K ﹤0.01%
325
646
$15.6K ﹤0.01%
+200
647
$15.6K ﹤0.01%
200
-561
648
$15.5K ﹤0.01%
309
649
$15.1K ﹤0.01%
500
650
$14.9K ﹤0.01%
456
24 25
26
27 28