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
701
$4.11K ﹤0.01%
46
702
$4.06K ﹤0.01%
64
703
$3.99K ﹤0.01%
323
704
$3.86K ﹤0.01%
12
705
$3.83K ﹤0.01%
3
706
$3.75K ﹤0.01%
+300
707
$3.68K ﹤0.01%
337
-1
708
$3.65K ﹤0.01%
47
709
$3.54K ﹤0.01%
47
710
$3.53K ﹤0.01%
56
711
$3.44K ﹤0.01%
35
-52
712
$3.34K ﹤0.01%
82
713
$3.13K ﹤0.01%
54
-250
714
$2.96K ﹤0.01%
94
-640
715
$2.96K ﹤0.01%
40
716
$2.9K ﹤0.01%
54
717
$2.89K ﹤0.01%
101
718
$2.76K ﹤0.01%
27
-842
719
$2.71K ﹤0.01%
3
720
$2.69K ﹤0.01%
24
721
$2.66K ﹤0.01%
86
722
$2.64K ﹤0.01%
24
723
$2.58K ﹤0.01%
129
724
$2.55K ﹤0.01%
114
725
$2.5K ﹤0.01%
12
-19
27 28
29
30 31