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
$640M
AUM Growth
-$50.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
997
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$4.83M
3
+$3.48M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$2.66M
5
IMTM icon
iShares MSCI Intl Momentum Factor ETF
IMTM
+$2.58M

Top Sells

1
+$45.2M
2
+$21.4M
3
+$19.2M
4
PLMR icon
Palomar
PLMR
+$14.4M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$8.02M

Sector Composition

1 Technology 9.71%
2 Financials 5.66%
3 Healthcare 3.93%
4 Consumer Discretionary 3.25%
5 Industrials 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$3.05K ﹤0.01%
3
702
$3.01K ﹤0.01%
101
703
$2.85K ﹤0.01%
54
704
$2.73K ﹤0.01%
+53
705
$2.71K ﹤0.01%
129
706
$2.7K ﹤0.01%
64
707
$2.62K ﹤0.01%
86
-881
708
$2.56K ﹤0.01%
114
709
$2.47K ﹤0.01%
10
-2,850
710
$2.43K ﹤0.01%
24
711
$2.37K ﹤0.01%
14
712
$2.32K ﹤0.01%
29
713
$2.32K ﹤0.01%
8
714
$2.08K ﹤0.01%
25
715
$2.07K ﹤0.01%
16
716
$2.06K ﹤0.01%
53
717
$2.03K ﹤0.01%
+41
718
$1.83K ﹤0.01%
10
719
$1.82K ﹤0.01%
4
720
$1.8K ﹤0.01%
96
-55
721
$1.76K ﹤0.01%
+37
722
$1.69K ﹤0.01%
194
723
$1.68K ﹤0.01%
19
724
$1.63K ﹤0.01%
28
-2,700
725
$1.62K ﹤0.01%
+49
27 28
29
30 31