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
151
$476K 0.17%
+12,226
152
$472K 0.17%
14,853
-15,909
153
$471K 0.17%
6,623
-1,412
154
$469K 0.17%
4,227
-1,074
155
$464K 0.16%
2,271
156
$464K 0.16%
14,370
-2,011
157
$460K 0.16%
+42,472
158
$458K 0.16%
8,896
-5,791
159
$457K 0.16%
5,269
-3,262
160
$455K 0.16%
4,120
161
$453K 0.16%
19,502
-2,376
162
$452K 0.16%
9,939
-4,846
163
$450K 0.16%
5,946
-54
164
$445K 0.16%
11,711
-5,159
165
$443K 0.16%
5,101
-3,706
166
$435K 0.15%
3,199
-2,788
167
$434K 0.15%
2,854
+1,882
168
$429K 0.15%
10,601
-4,833
169
$421K 0.15%
4,815
-5,084
170
$421K 0.15%
+3,973
171
$418K 0.15%
1,384
-359
172
$413K 0.15%
2,973
-2,362
173
$411K 0.15%
3,602
-3,431
174
$409K 0.15%
6,978
-5,388
175
$407K 0.14%
+7,012
5 6
7
8 9