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
76
$2.1M 0.27%
+223,512
77
$2.09M 0.27%
37,765
-2,673
78
$2M 0.25%
17,381
-79
79
$2M 0.25%
41,041
-4,931
80
$1.99M 0.25%
32,731
+137
81
$1.9M 0.24%
+5,700
82
$1.83M 0.23%
7,654
+299
83
$1.8M 0.23%
8,164
+50
84
$1.76M 0.22%
6,752
+5,537
85
$1.75M 0.22%
22,248
-150
86
$1.69M 0.21%
14,971
+13,520
87
$1.69M 0.21%
6,383
+9
88
$1.64M 0.21%
19,545
89
$1.59M 0.2%
75,719
-79,496
90
$1.55M 0.2%
39,332
+37,048
91
$1.53M 0.19%
1,976
-33
92
$1.51M 0.19%
10,463
+105
93
$1.46M 0.18%
5,726
+718
94
$1.44M 0.18%
15,935
-673
95
$1.44M 0.18%
16,797
-168
96
$1.41M 0.18%
26,535
+14,461
97
$1.39M 0.18%
65,025
-54
98
$1.39M 0.18%
8,326
-87
99
$1.37M 0.17%
11,640
-639
100
$1.37M 0.17%
12,640
-45
2 3
4
5 6