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
$770M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
984
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$18M
3
+$8.76M
4
AMZN icon
Amazon
AMZN
+$7.63M
5
PLMR icon
Palomar
PLMR
+$6.98M

Top Sells

1
+$3.1M
2
+$2.52M
3
+$2.18M
4
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$1.65M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.49M

Sector Composition

1 Technology 12.15%
2 Consumer Staples 7.79%
3 Financials 6.32%
4 Healthcare 4.92%
5 Consumer Discretionary 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$2.48K ﹤0.01%
63
-99
727
$2.43K ﹤0.01%
14
728
$2.37K ﹤0.01%
29
729
$2.3K ﹤0.01%
8
730
$2.27K ﹤0.01%
22
-35
731
$2.25K ﹤0.01%
53
732
$2.21K ﹤0.01%
16
733
$2.03K ﹤0.01%
49
734
$1.96K ﹤0.01%
+138
735
$1.87K ﹤0.01%
4
736
$1.85K ﹤0.01%
25
737
$1.81K ﹤0.01%
19
738
$1.78K ﹤0.01%
99
-15,339
739
$1.67K ﹤0.01%
10
740
$1.66K ﹤0.01%
41
-23
741
$1.47K ﹤0.01%
+200
742
$1.44K ﹤0.01%
194
743
$1.38K ﹤0.01%
+298
744
$1.37K ﹤0.01%
28
745
$1.29K ﹤0.01%
24
746
$1.28K ﹤0.01%
+36
747
$1.28K ﹤0.01%
45
748
$1.24K ﹤0.01%
16
-1,169
749
$1.23K ﹤0.01%
20
750
$1.19K ﹤0.01%
5
28 29
30
31 32