ACA

Atlas Capital Advisors Portfolio holdings

AUM $800M
This Quarter Return
+1.55%
1 Year Return
+11.33%
3 Year Return
+34.11%
5 Year Return
+129.92%
10 Year Return
AUM
$800M
AUM Growth
+$12.6M
Cap. Flow
+$17.5M
Cap. Flow %
2.18%
Top 10 Hldgs %
23.9%
Holding
1,037
New
110
Increased
241
Reduced
227
Closed
56
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$1.47K﹤0.01%
+37
New
+$1.47K
$1.45K﹤0.01% 7
$1.36K﹤0.01% 300
$1.35K﹤0.01% 37
$1.34K﹤0.01% 20
-157
-89%
-$10.5K
$1.32K﹤0.01% 45
$1.24K﹤0.01% 5
$1.18K﹤0.01% 17
$1.16K﹤0.01% 5
$1.03K﹤0.01%
+20
New
+$1.03K
$1.01K﹤0.01%
+17
New
+$1.01K
$999﹤0.01% 14
$980﹤0.01% 26
$918﹤0.01%
+17
New
+$918
$893﹤0.01% 5
$886﹤0.01% 6
$878﹤0.01% 5
$846﹤0.01%
+20
New
+$846
$845﹤0.01% 11
$837﹤0.01%
+22
New
+$837
$833﹤0.01% 7
$782﹤0.01% 6
$711﹤0.01% 11
-417
-97%
-$27K
$700﹤0.01%
+15
New
+$700
$697﹤0.01% 18,713
+12
+0.1%