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
701
$7.2K ﹤0.01%
+187
702
$7.13K ﹤0.01%
135
703
$6.89K ﹤0.01%
+168
704
$6.87K ﹤0.01%
52
705
$6.74K ﹤0.01%
242
706
$6.6K ﹤0.01%
833
-26,205
707
$6.42K ﹤0.01%
456
-2,486
708
$6.41K ﹤0.01%
104
-142
709
$6.4K ﹤0.01%
215
+1
710
$6.39K ﹤0.01%
12
711
$6.34K ﹤0.01%
25
712
$6.2K ﹤0.01%
+300
713
$6.04K ﹤0.01%
53
714
$6.04K ﹤0.01%
533
715
$5.91K ﹤0.01%
20
716
$5.82K ﹤0.01%
+58
717
$5.71K ﹤0.01%
106
718
$5.65K ﹤0.01%
25
719
$5.54K ﹤0.01%
744
-10,230
720
$5.51K ﹤0.01%
89
+35
721
$5.3K ﹤0.01%
19
722
$5.15K ﹤0.01%
330
723
$5.01K ﹤0.01%
+124
724
$4.76K ﹤0.01%
153
725
$4.76K ﹤0.01%
46
27 28
29
30 31