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
51
$3.69M 0.47%
133,225
+6,541
52
$3.61M 0.46%
61,425
+16,754
53
$3.19M 0.4%
5,591
-10
54
$3.15M 0.4%
138,374
-848
55
$2.99M 0.38%
7,057
+5,700
56
$2.89M 0.37%
17,776
-143
57
$2.79M 0.35%
13,181
+847
58
$2.78M 0.35%
42,540
-3,199
59
$2.76M 0.35%
39,251
-3,917
60
$2.69M 0.34%
4,602
-66
61
$2.59M 0.33%
15,782
+13
62
$2.56M 0.33%
27,680
-800
63
$2.56M 0.33%
13,076
-1,051
64
$2.55M 0.32%
8,084
-345
65
$2.45M 0.31%
3,890
-20
66
$2.38M 0.3%
40,390
+16,483
67
$2.34M 0.3%
30,973
-5,377
68
$2.31M 0.29%
19,022
-811
69
$2.26M 0.29%
36,912
+3,511
70
$2.22M 0.28%
11,862
+11,400
71
$2.2M 0.28%
30,500
-190
72
$2.19M 0.28%
14,799
-99
73
$2.18M 0.28%
6,582
-62
74
$2.18M 0.28%
37,959
+3,094
75
$2.17M 0.28%
54,243
+1,758
1 2
3
4 5