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
651
$9.66K ﹤0.01%
101
-37
652
$9.54K ﹤0.01%
31
653
$9.34K ﹤0.01%
25
-10
654
$9.33K ﹤0.01%
140
-157
655
$9.33K ﹤0.01%
+34
656
$8.97K ﹤0.01%
79
-1,001
657
$8.67K ﹤0.01%
180
-202
658
$8.64K ﹤0.01%
202
-1,258
659
$8.58K ﹤0.01%
183
-1,244
660
$8.47K ﹤0.01%
110
661
$8.42K ﹤0.01%
+200,000
662
$8.29K ﹤0.01%
274
-178
663
$8.11K ﹤0.01%
158
664
$8.1K ﹤0.01%
12
665
$7.96K ﹤0.01%
1,012
666
$7.93K ﹤0.01%
115
-1,119
667
$7.92K ﹤0.01%
2
-4
668
$7.63K ﹤0.01%
49
669
$7.6K ﹤0.01%
59
670
$7.57K ﹤0.01%
+221
671
$7.33K ﹤0.01%
112
672
$7.32K ﹤0.01%
135
673
$7.23K ﹤0.01%
189
674
$7.14K ﹤0.01%
52
675
$7.13K ﹤0.01%
+187
25 26
27
28 29