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
776
$1.05K ﹤0.01%
26
777
$1.02K ﹤0.01%
12
778
$1.01K ﹤0.01%
5
779
$940 ﹤0.01%
5
780
$938 ﹤0.01%
5
781
$883 ﹤0.01%
11
782
$862 ﹤0.01%
6
783
$817 ﹤0.01%
7
784
$784 ﹤0.01%
6
785
$780 ﹤0.01%
+43
786
$716 ﹤0.01%
51
787
$697 ﹤0.01%
18,701
-12
788
$675 ﹤0.01%
9
789
$603 ﹤0.01%
5
790
$558 ﹤0.01%
+40
791
$553 ﹤0.01%
5
792
$490 ﹤0.01%
15
793
$484 ﹤0.01%
6
794
$455 ﹤0.01%
26
-73
795
$446 ﹤0.01%
5
796
$445 ﹤0.01%
5
797
$432 ﹤0.01%
7
798
$398 ﹤0.01%
17
799
$332 ﹤0.01%
75
800
$311 ﹤0.01%
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