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
126
$1.08M 0.14%
15,731
127
$1.08M 0.14%
+2,671
128
$1.07M 0.14%
39,177
+1,449
129
$1.06M 0.14%
8,057
-50
130
$1.06M 0.13%
18,785
+15,585
131
$1.05M 0.13%
9,080
-34
132
$1.04M 0.13%
78,620
-8,765
133
$1.03M 0.13%
1,754
+564
134
$1.02M 0.13%
31,274
+46
135
$1.02M 0.13%
3,395
-2,149
136
$1.01M 0.13%
15,603
+22
137
$988K 0.13%
26,395
138
$983K 0.12%
3,908
+839
139
$976K 0.12%
7,750
-30
140
$970K 0.12%
11,527
-258
141
$967K 0.12%
8,884
-31
142
$959K 0.12%
4,857
+168
143
$942K 0.12%
12,255
-69
144
$941K 0.12%
25,263
-215
145
$937K 0.12%
7,262
+5,302
146
$933K 0.12%
34,090
+8,576
147
$918K 0.12%
13,880
148
$914K 0.12%
11,198
+8,754
149
$913K 0.12%
8,688
+162
150
$905K 0.11%
41,040
-2,079
4 5
6
7 8