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
51
$2.77M 0.42%
5,601
+352
52
$2.76M 0.42%
16,648
-22,347
53
$2.72M 0.41%
28,480
54
$2.69M 0.41%
12,334
+707
55
$2.67M 0.41%
22,010
-9,520
56
$2.67M 0.41%
4,668
-302
57
$2.63M 0.4%
15,769
-1,204
58
$2.51M 0.38%
8,429
+605
59
$2.5M 0.38%
30,690
+1,460
60
$2.47M 0.38%
40,438
+10,970
61
$2.46M 0.38%
44,671
-10,756
62
$2.43M 0.37%
19,833
-8,708
63
$2.38M 0.36%
45,972
+7,501
64
$2.37M 0.36%
4,555
+308
65
$2.36M 0.36%
52,485
-9,071
66
$2.25M 0.34%
5,544
+1,547
67
$2.22M 0.34%
33,401
-2,068
68
$2.21M 0.34%
32,594
+1,677
69
$2.2M 0.34%
6,644
70
$2.2M 0.33%
34,865
-1,315
71
$2.07M 0.32%
17,460
-2,946
72
$2.05M 0.31%
33,646
-12,568
73
$2.03M 0.31%
19,545
+1,146
74
$1.95M 0.3%
14,898
+954
75
$1.86M 0.28%
22,398
+2,238
1 2
3
4 5