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
$277M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.51M
3
+$1.44M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.25M
5
WBA
Walgreens Boots Alliance
WBA
+$1.18M

Top Sells

1
+$2.9M
2
+$1.12M
3
+$931K
4
SHPG
Shire pic
SHPG
+$813K
5
AAPL icon
Apple
AAPL
+$770K

Sector Composition

1 Healthcare 9.33%
2 Technology 8.9%
3 Financials 7.89%
4 Consumer Staples 7.31%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.47%
26,842
+1,557
52
$1.3M 0.47%
17,964
-237
53
$1.29M 0.47%
12,166
-99
54
$1.29M 0.47%
5,327
-29
55
$1.28M 0.46%
21,607
+2,896
56
$1.27M 0.46%
19,742
-10,413
57
$1.27M 0.46%
31,537
-3,330
58
$1.25M 0.45%
7,176
59
$1.24M 0.45%
20,687
+6,977
60
$1.2M 0.43%
8,289
+5,141
61
$1.2M 0.43%
36,954
+9,207
62
$1.14M 0.41%
+37,557
63
$1.14M 0.41%
34,360
+3,883
64
$1.13M 0.41%
28,262
-107
65
$1.1M 0.4%
27,924
+157
66
$1.1M 0.4%
124,835
-4,377
67
$1.09M 0.39%
12,157
+4,286
68
$1.09M 0.39%
58,800
+15
69
$1.04M 0.37%
32,217
-350
70
$1.04M 0.37%
26,110
-9,148
71
$1.04M 0.37%
19,179
-1,625
72
$1.03M 0.37%
11,959
+4,818
73
$1.03M 0.37%
4,348
+4,311
74
$1.02M 0.37%
21,828
+212
75
$990K 0.36%
5,457
-2,784
1 2
3
4 5