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
676
$10.6K ﹤0.01%
95
-48
677
$10.5K ﹤0.01%
59
678
$10.4K ﹤0.01%
34
679
$10.4K ﹤0.01%
457
-747
680
$10.4K ﹤0.01%
557
681
$10.2K ﹤0.01%
160
682
$9.94K ﹤0.01%
2
-4
683
$9.89K ﹤0.01%
322
-454
684
$9.82K ﹤0.01%
110
685
$9.55K ﹤0.01%
136
686
$9.4K ﹤0.01%
107
-359
687
$9.27K ﹤0.01%
+141
688
$8.6K ﹤0.01%
97
-32
689
$8.57K ﹤0.01%
49
690
$8.36K ﹤0.01%
221
-890
691
$8K ﹤0.01%
+200,000
692
$7.96K ﹤0.01%
+132
693
$7.8K ﹤0.01%
+136
694
$7.8K ﹤0.01%
180
695
$7.78K ﹤0.01%
370
-463
696
$7.7K ﹤0.01%
31
697
$7.46K ﹤0.01%
62
698
$7.41K ﹤0.01%
71
-28
699
$7.41K ﹤0.01%
+206
700
$7.29K ﹤0.01%
108
+100
26 27
28
29 30