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
$282M
AUM Growth
-$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
599
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$2.27M
3
+$1.47M
4
AZN icon
AstraZeneca
AZN
+$1.28M
5
SHPG
Shire pic
SHPG
+$1.26M

Top Sells

1
+$7.94M
2
+$3.29M
3
+$1.51M
4
ESRX
Express Scripts Holding Company
ESRX
+$1.45M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$1.32M

Sector Composition

1 Financials 10.35%
2 Technology 9.87%
3 Healthcare 7.95%
4 Consumer Staples 6.73%
5 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$594K 0.21%
10,295
+3,839
127
$593K 0.21%
122,724
-55,387
128
$588K 0.21%
11,756
-2,265
129
$580K 0.21%
19,553
-17,355
130
$579K 0.21%
+15,922
131
$572K 0.2%
2,509
-310
132
$566K 0.2%
7,275
-6,351
133
$565K 0.2%
9,461
-3,063
134
$560K 0.2%
8,368
-5,972
135
$559K 0.2%
13,200
+1,995
136
$558K 0.2%
14,791
-781
137
$556K 0.2%
8,000
138
$549K 0.2%
29,864
-3,580
139
$532K 0.19%
10,833
-1,393
140
$521K 0.19%
2,525
141
$520K 0.18%
3,622
-427
142
$519K 0.18%
20,700
-26,684
143
$504K 0.18%
3,400
144
$496K 0.18%
23,084
-8,912
145
$495K 0.18%
+6,410
146
$491K 0.17%
19,368
-1,874
147
$490K 0.17%
10,257
148
$483K 0.17%
7,687
+1,383
149
$479K 0.17%
4,378
-1,754
150
$478K 0.17%
5,471
4 5
6
7 8