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
726
$4.73K ﹤0.01%
44
727
$4.61K ﹤0.01%
54
728
$4.37K ﹤0.01%
9
-41
729
$4.36K ﹤0.01%
48
730
$4.05K ﹤0.01%
12
731
$3.98K ﹤0.01%
12
-18
732
$3.97K ﹤0.01%
+200
733
$3.94K ﹤0.01%
189
734
$3.93K ﹤0.01%
40
735
$3.91K ﹤0.01%
31
736
$3.87K ﹤0.01%
47
737
$3.69K ﹤0.01%
+7
738
$3.65K ﹤0.01%
337
739
$3.64K ﹤0.01%
+629
740
$3.33K ﹤0.01%
12
-19
741
$3.16K ﹤0.01%
3
742
$3.12K ﹤0.01%
86
743
$3.03K ﹤0.01%
129
744
$2.98K ﹤0.01%
82
745
$2.95K ﹤0.01%
101
746
$2.92K ﹤0.01%
16
747
$2.91K ﹤0.01%
29
748
$2.9K ﹤0.01%
24
749
$2.9K ﹤0.01%
94
750
$2.87K ﹤0.01%
53
28 29
30
31 32