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
$640M
AUM Growth
-$50.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
997
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$4.83M
3
+$3.48M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$2.66M
5
IMTM icon
iShares MSCI Intl Momentum Factor ETF
IMTM
+$2.58M

Top Sells

1
+$45.2M
2
+$21.4M
3
+$19.2M
4
PLMR icon
Palomar
PLMR
+$14.4M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$8.02M

Sector Composition

1 Technology 9.71%
2 Financials 5.66%
3 Healthcare 3.93%
4 Consumer Discretionary 3.25%
5 Industrials 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$8.07K ﹤0.01%
+90
652
$8K ﹤0.01%
123
-133
653
$8K ﹤0.01%
49
654
$7.88K ﹤0.01%
112
655
$7.86K ﹤0.01%
115
656
$7.61K ﹤0.01%
+131
657
$7.53K ﹤0.01%
110
658
$7.29K ﹤0.01%
12
659
$7.29K ﹤0.01%
116
-466
660
$7.13K ﹤0.01%
52
661
$7.13K ﹤0.01%
1,012
662
$6.86K ﹤0.01%
38
663
$6.63K ﹤0.01%
135
-1,228
664
$6.61K ﹤0.01%
59
665
$6.59K ﹤0.01%
330
666
$6.22K ﹤0.01%
+162
667
$5.97K ﹤0.01%
89
-425
668
$5.97K ﹤0.01%
+31
669
$5.92K ﹤0.01%
153
-325
670
$5.77K ﹤0.01%
+11
671
$5.72K ﹤0.01%
+43
672
$5.68K ﹤0.01%
62
673
$5.65K ﹤0.01%
189
674
$5.62K ﹤0.01%
+14
675
$5.36K ﹤0.01%
+135
25 26
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