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
651
$14.9K ﹤0.01%
471
-1,486
652
$13.9K ﹤0.01%
172
653
$13.8K ﹤0.01%
186
654
$13.7K ﹤0.01%
47
-15
655
$13.6K ﹤0.01%
86
656
$13.5K ﹤0.01%
940
-268
657
$13.4K ﹤0.01%
+500
658
$13.2K ﹤0.01%
177
659
$13K ﹤0.01%
+500
660
$12.9K ﹤0.01%
85
661
$12.8K ﹤0.01%
+228
662
$12.7K ﹤0.01%
33
663
$12.7K ﹤0.01%
10
+7
664
$12.6K ﹤0.01%
70
665
$12.5K ﹤0.01%
107
666
$12.4K ﹤0.01%
205
-1,231
667
$12.4K ﹤0.01%
+2,845
668
$12.2K ﹤0.01%
+500
669
$12.2K ﹤0.01%
580
+102
670
$11.9K ﹤0.01%
69
-156
671
$11.8K ﹤0.01%
424
+200
672
$11.5K ﹤0.01%
190
-6
673
$11.3K ﹤0.01%
18
674
$11.2K ﹤0.01%
+3,409
675
$10.9K ﹤0.01%
115
25 26
27
28 29