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
676
$4.61K ﹤0.01%
189
677
$4.54K ﹤0.01%
44
678
$4.44K ﹤0.01%
516
-4,975
679
$4.28K ﹤0.01%
3
680
$4.28K ﹤0.01%
+75
681
$4.24K ﹤0.01%
35
-5,700
682
$4.24K ﹤0.01%
47
683
$4.23K ﹤0.01%
31
684
$4.21K ﹤0.01%
54
685
$3.82K ﹤0.01%
337
686
$3.82K ﹤0.01%
12
687
$3.77K ﹤0.01%
94
688
$3.56K ﹤0.01%
80
-45
689
$3.54K ﹤0.01%
40
690
$3.52K ﹤0.01%
54
691
$3.42K ﹤0.01%
82
692
$3.36K ﹤0.01%
101
693
$3.29K ﹤0.01%
16
-2,000
694
$3.15K ﹤0.01%
86
695
$3.12K ﹤0.01%
3
696
$3.03K ﹤0.01%
24
697
$3.03K ﹤0.01%
28
-7
698
$3.01K ﹤0.01%
129
699
$2.91K ﹤0.01%
8
700
$2.89K ﹤0.01%
27
26 27
28
29 30