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
726
$1.31K ﹤0.01%
5
727
$1.29K ﹤0.01%
36
728
$1.28K ﹤0.01%
20
-69
729
$1.25K ﹤0.01%
+24
730
$1.21K ﹤0.01%
11
731
$1.17K ﹤0.01%
14
732
$1.15K ﹤0.01%
7
733
$1.08K ﹤0.01%
51
734
$1.07K ﹤0.01%
26
735
$1.05K ﹤0.01%
+37
736
$1.04K ﹤0.01%
5
737
$977 ﹤0.01%
7
738
$958 ﹤0.01%
5
739
$948 ﹤0.01%
12
740
$890 ﹤0.01%
5
741
$874 ﹤0.01%
6
742
$824 ﹤0.01%
+19
743
$823 ﹤0.01%
+12
744
$819 ﹤0.01%
16,399
745
$816 ﹤0.01%
6
746
$766 ﹤0.01%
+26
747
$762 ﹤0.01%
+15
748
$710 ﹤0.01%
9
749
$697 ﹤0.01%
18,713
+12
750
$670 ﹤0.01%
+19
28 29
30
31 32