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
751
$2.77K ﹤0.01%
56
752
$2.7K ﹤0.01%
114
753
$2.63K ﹤0.01%
16,399
754
$2.57K ﹤0.01%
49
755
$2.54K ﹤0.01%
24
756
$2.4K ﹤0.01%
8
757
$2.36K ﹤0.01%
+200
758
$2.28K ﹤0.01%
14
759
$2.26K ﹤0.01%
42
+14
760
$2.13K ﹤0.01%
25
761
$2.1K ﹤0.01%
16
762
$1.94K ﹤0.01%
19
763
$1.9K ﹤0.01%
22
-35
764
$1.86K ﹤0.01%
+38
765
$1.81K ﹤0.01%
+138
766
$1.8K ﹤0.01%
10
767
$1.6K ﹤0.01%
15
-43
768
$1.55K ﹤0.01%
37
769
$1.42K ﹤0.01%
+300
770
$1.31K ﹤0.01%
7
771
$1.27K ﹤0.01%
5
772
$1.27K ﹤0.01%
45
773
$1.23K ﹤0.01%
17
-123
774
$1.23K ﹤0.01%
14
775
$1.06K ﹤0.01%
10
-18
29 30
31
32 33