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
$800M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,037
New
Increased
Reduced
Closed

Top Buys

1 +$12.2M
2 +$6.04M
3 +$4.4M
4
FLCH icon
Franklin FTSE China ETF
FLCH
+$3.32M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.4M

Sector Composition

1 Technology 9.5%
2 Financials 9.05%
3 Consumer Staples 8.02%
4 Healthcare 4.9%
5 Communication Services 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EMB icon
751
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$4.35K ﹤0.01%
+48
SO icon
752
Southern Company
SO
$101B
$4.32K ﹤0.01%
47
SJNK icon
753
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.88B
$4.3K ﹤0.01%
+171
TSLA icon
754
Tesla
TSLA
$1.54T
$4.14K ﹤0.01%
16
-2,655
NOMD icon
755
Nomad Foods
NOMD
$1.71B
$4.07K ﹤0.01%
+207
VRSN icon
756
VeriSign
VRSN
$22.6B
$4.06K ﹤0.01%
+16
LMT icon
757
Lockheed Martin
LMT
$109B
$4.02K ﹤0.01%
9
EWG icon
758
iShares MSCI Germany ETF
EWG
$2.1B
$3.89K ﹤0.01%
+105
AL icon
759
Air Lease Corp
AL
$7.12B
$3.86K ﹤0.01%
+80
MA icon
760
Mastercard
MA
$497B
$3.84K ﹤0.01%
7
EMBC icon
761
Embecta
EMBC
$811M
$3.83K ﹤0.01%
300
FAF icon
762
First American
FAF
$6.36B
$3.81K ﹤0.01%
+58
ANSS
763
DELISTED
Ansys
ANSS
$3.8K ﹤0.01%
12
GMAB icon
764
Genmab
GMAB
$18B
$3.7K ﹤0.01%
189
STT icon
765
State Street
STT
$32.7B
$3.58K ﹤0.01%
40
PYPL icon
766
PayPal
PYPL
$63.7B
$3.52K ﹤0.01%
54
FYBR icon
767
Frontier Communications
FYBR
$9.46B
$3.48K ﹤0.01%
+97
TDC icon
768
Teradata
TDC
$2.59B
$3.44K ﹤0.01%
153
UPS icon
769
United Parcel Service
UPS
$78.7B
$3.41K ﹤0.01%
31
SLM icon
770
SLM Corp
SLM
$5.56B
$3.32K ﹤0.01%
+113
MLCO icon
771
Melco Resorts & Entertainment
MLCO
$3.16B
$3.31K ﹤0.01%
629
CTAS icon
772
Cintas
CTAS
$74.7B
$3.29K ﹤0.01%
16
SQM icon
773
Sociedad Química y Minera de Chile
SQM
$13.6B
$3.26K ﹤0.01%
82
WMB icon
774
Williams Companies
WMB
$70.3B
$3.17K ﹤0.01%
53
DAVEW icon
775
Dave Inc Warrants
DAVEW
$14.9M
$3.06K ﹤0.01%
16,399