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
776
$385 ﹤0.01%
1
777
$357 ﹤0.01%
7
778
$356 ﹤0.01%
5
779
$331 ﹤0.01%
17
780
$292 ﹤0.01%
+16
781
$284 ﹤0.01%
75
782
$270 ﹤0.01%
5
783
$264 ﹤0.01%
3
784
$234 ﹤0.01%
7
785
$176 ﹤0.01%
3
786
$142 ﹤0.01%
2
787
$121 ﹤0.01%
9
788
$105 ﹤0.01%
18
789
$87 ﹤0.01%
1
790
$71 ﹤0.01%
4
791
$10 ﹤0.01%
+60
792
$8 ﹤0.01%
400
793
$6 ﹤0.01%
+400
794
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795
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796
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798
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799
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800
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