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
676
$7.01K ﹤0.01%
116
677
$6.93K ﹤0.01%
115
678
$6.91K ﹤0.01%
+1,017
679
$6.67K ﹤0.01%
125
-1,355
680
$6.28K ﹤0.01%
62
681
$6.21K ﹤0.01%
330
682
$6.16K ﹤0.01%
38
683
$5.88K ﹤0.01%
89
684
$5.85K ﹤0.01%
212
-212
685
$5.77K ﹤0.01%
108
+100
686
$5.47K ﹤0.01%
+115
687
$5.4K ﹤0.01%
533
-1,906
688
$5.34K ﹤0.01%
25
689
$5.29K ﹤0.01%
153
690
$5.13K ﹤0.01%
12
691
$5.11K ﹤0.01%
457
-1,144
692
$5.07K ﹤0.01%
400
693
$4.95K ﹤0.01%
20
694
$4.75K ﹤0.01%
189
695
$4.66K ﹤0.01%
48
696
$4.59K ﹤0.01%
19
697
$4.31K ﹤0.01%
44
-76
698
$4.26K ﹤0.01%
53
699
$4.24K ﹤0.01%
31
700
$4.16K ﹤0.01%
45
26 27
28
29 30