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
$656M
AUM Growth
-$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$2.1M
3
+$1.84M
4
VHT icon
Vanguard Health Care ETF
VHT
+$1.83M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$1.79M

Top Sells

1
+$48.2M
2
+$19.1M
3
+$17.5M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$8.76M
5
PLMR icon
Palomar
PLMR
+$8.14M

Sector Composition

1 Technology 10.14%
2 Financials 5.94%
3 Healthcare 3.99%
4 Communication Services 2.84%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$6.74K ﹤0.01%
+242
652
$6.65K ﹤0.01%
+30
653
$6.42K ﹤0.01%
+67
654
$6.41K ﹤0.01%
58
-184
655
$6.39K ﹤0.01%
214
+2
656
$6.36K ﹤0.01%
+68
657
$6.29K ﹤0.01%
53
658
$6.24K ﹤0.01%
57
+35
659
$6.24K ﹤0.01%
38
660
$6.16K ﹤0.01%
+121
661
$6.06K ﹤0.01%
63
-11,500
662
$5.92K ﹤0.01%
533
663
$5.83K ﹤0.01%
224
-1,200
664
$5.69K ﹤0.01%
330
665
$5.64K ﹤0.01%
12
666
$5.52K ﹤0.01%
31
-3,116
667
$5.51K ﹤0.01%
20
668
$5.24K ﹤0.01%
+106
669
$5.17K ﹤0.01%
25
670
$5.14K ﹤0.01%
46
671
$4.98K ﹤0.01%
48
672
$4.9K ﹤0.01%
+138
673
$4.79K ﹤0.01%
674
-4,788
674
$4.72K ﹤0.01%
19
675
$4.64K ﹤0.01%
153
25 26
27
28 29