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
751
$1.17K ﹤0.01%
51
752
$1.1K ﹤0.01%
+403
753
$1.07K ﹤0.01%
5
754
$1.06K ﹤0.01%
+300
755
$1.06K ﹤0.01%
14
756
$1.06K ﹤0.01%
7
757
$1.04K ﹤0.01%
+316
758
$968 ﹤0.01%
7
759
$963 ﹤0.01%
26
760
$902 ﹤0.01%
5
-341
761
$897 ﹤0.01%
12
762
$879 ﹤0.01%
11
763
$757 ﹤0.01%
5
764
$744 ﹤0.01%
+40
765
$709 ﹤0.01%
6
766
$709 ﹤0.01%
6
767
$698 ﹤0.01%
18,701
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768
$667 ﹤0.01%
9
769
$624 ﹤0.01%
5
770
$555 ﹤0.01%
5
771
$544 ﹤0.01%
16,399
772
$525 ﹤0.01%
13
773
$456 ﹤0.01%
15
774
$452 ﹤0.01%
6
775
$447 ﹤0.01%
5
29 30
31
32 33