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
101
$1.35M 0.17%
3,664
-891
102
$1.34M 0.17%
22,651
+16,315
103
$1.33M 0.17%
34,688
-119
104
$1.32M 0.17%
2,608
105
$1.32M 0.17%
23,772
-2,382
106
$1.29M 0.16%
1,832
-109
107
$1.29M 0.16%
11,563
+11,500
108
$1.28M 0.16%
23,734
-9,912
109
$1.26M 0.16%
7,106
+5,700
110
$1.26M 0.16%
26,499
+3,511
111
$1.26M 0.16%
30,947
-45
112
$1.23M 0.16%
8,600
-45
113
$1.22M 0.16%
6,509
-94
114
$1.22M 0.15%
8,851
-946
115
$1.21M 0.15%
6,512
116
$1.2M 0.15%
25,148
117
$1.18M 0.15%
1,860
-385
118
$1.16M 0.15%
15,868
+767
119
$1.15M 0.15%
22,025
-2,532
120
$1.13M 0.14%
5,720
-32
121
$1.12M 0.14%
18,368
+400
122
$1.12M 0.14%
8,883
-58
123
$1.11M 0.14%
4,780
-470
124
$1.09M 0.14%
30,785
-17,413
125
$1.08M 0.14%
5,278
3 4
5
6 7