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
$476M
AUM Growth
+$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
661
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$1.73M
3
+$1.61M
4
NVTA
Invitae Corporation
NVTA
+$1.3M
5
FDIS icon
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
+$1.27M

Top Sells

1
+$8.28M
2
+$4.23M
3
+$1.41M
4
LRCX icon
Lam Research
LRCX
+$1.07M
5
ADSK icon
Autodesk
ADSK
+$1.01M

Sector Composition

1 Technology 11.85%
2 Financials 7.38%
3 Healthcare 5.88%
4 Consumer Staples 5.56%
5 Consumer Discretionary 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.97M 0.41%
39,443
+15,162
52
$1.92M 0.4%
96,795
-2,409
53
$1.87M 0.39%
5,837
+47
54
$1.84M 0.39%
10,412
-1,119
55
$1.82M 0.38%
31,245
+12,493
56
$1.8M 0.38%
52,914
+8,246
57
$1.8M 0.38%
12,776
+880
58
$1.8M 0.38%
12,634
+2,161
59
$1.79M 0.38%
16,334
-150
60
$1.77M 0.37%
5,156
+732
61
$1.77M 0.37%
25,826
62
$1.75M 0.37%
6,369
+475
63
$1.69M 0.36%
39,813
+16,334
64
$1.68M 0.35%
6,237
-1,568
65
$1.68M 0.35%
7,297
66
$1.66M 0.35%
25,776
+6,360
67
$1.64M 0.34%
27,193
68
$1.63M 0.34%
6,952
-909
69
$1.59M 0.34%
33,740
-22,590
70
$1.59M 0.33%
114,316
+2,093
71
$1.56M 0.33%
20,793
-10,222
72
$1.55M 0.33%
2,347
-265
73
$1.43M 0.3%
4,341
-157
74
$1.4M 0.29%
37,532
-6,467
75
$1.4M 0.29%
5,471
1 2
3
4 5