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
701
$2.89K ﹤0.01%
56
702
$2.82K ﹤0.01%
24
703
$2.73K ﹤0.01%
14
704
$2.73K ﹤0.01%
114
705
$2.69K ﹤0.01%
+46
706
$2.64K ﹤0.01%
29
707
$2.47K ﹤0.01%
+66
708
$2.42K ﹤0.01%
53
709
$2.41K ﹤0.01%
10
-2,850
710
$2.28K ﹤0.01%
16
711
$2.25K ﹤0.01%
28
-2,700
712
$2.15K ﹤0.01%
25
713
$2.13K ﹤0.01%
19
714
$1.92K ﹤0.01%
41
715
$1.78K ﹤0.01%
+44
716
$1.76K ﹤0.01%
+52
717
$1.74K ﹤0.01%
99
718
$1.72K ﹤0.01%
10
719
$1.65K ﹤0.01%
+61
720
$1.62K ﹤0.01%
28
721
$1.6K ﹤0.01%
194
722
$1.57K ﹤0.01%
49
723
$1.52K ﹤0.01%
45
724
$1.5K ﹤0.01%
24
725
$1.46K ﹤0.01%
14
-1,350
27 28
29
30 31