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
$282M
AUM Growth
-$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
599
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2.27M
3
+$1.47M
4
AZN icon
AstraZeneca
AZN
+$1.28M
5
SHPG
Shire pic
SHPG
+$1.26M

Top Sells

1
+$7.94M
2
+$3.29M
3
+$1.51M
4
ESRX
Express Scripts Holding Company
ESRX
+$1.45M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$1.32M

Sector Composition

1 Financials 10.35%
2 Technology 9.87%
3 Healthcare 7.95%
4 Consumer Staples 6.73%
5 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.29M 0.46%
7,490
+7,320
52
$1.28M 0.45%
+34,429
53
$1.24M 0.44%
17,518
-1,850
54
$1.23M 0.44%
7,393
-980
55
$1.22M 0.43%
31,023
-5,102
56
$1.22M 0.43%
9,292
+2,718
57
$1.21M 0.43%
7,176
-321
58
$1.19M 0.42%
8,232
-7,010
59
$1.19M 0.42%
+26,754
60
$1.18M 0.42%
8,563
-544
61
$1.17M 0.42%
+121,545
62
$1.17M 0.41%
16,276
-774
63
$1.15M 0.41%
5,341
-109
64
$1.07M 0.38%
21,719
-830
65
$1.06M 0.38%
63,698
+24,404
66
$1.05M 0.37%
15,042
-3,350
67
$1.04M 0.37%
34,603
-4,120
68
$1.04M 0.37%
7,416
-679
69
$1.03M 0.37%
26,531
-3,151
70
$1.02M 0.36%
9,062
+2,284
71
$1.02M 0.36%
12,598
-2,282
72
$993K 0.35%
32,064
-42,567
73
$991K 0.35%
5,806
-1,058
74
$962K 0.34%
32,712
-11,385
75
$951K 0.34%
53,833
+47,576
1 2
3
4 5