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
151
$898K 0.11%
6,425
-164
152
$895K 0.11%
+5,700
153
$888K 0.11%
3,874
154
$883K 0.11%
7,469
155
$880K 0.11%
6,158
-1,716
156
$867K 0.11%
17,522
-868
157
$864K 0.11%
4,986
+3,171
158
$862K 0.11%
5,764
-372
159
$860K 0.11%
7,641
+724
160
$838K 0.11%
9,460
+28
161
$833K 0.11%
5,761
+5,700
162
$824K 0.1%
3,428
-60
163
$815K 0.1%
26,894
-3,424
164
$799K 0.1%
3,741
165
$798K 0.1%
8,642
-231
166
$792K 0.1%
4,277
+468
167
$768K 0.1%
4,305
+1,918
168
$767K 0.1%
552
-84
169
$748K 0.1%
4,959
-28
170
$745K 0.09%
4,372
-78
171
$739K 0.09%
7,974
-625
172
$734K 0.09%
6,756
173
$729K 0.09%
21,083
+18,258
174
$727K 0.09%
9,508
+9,500
175
$721K 0.09%
15,464
-108
5 6
7
8 9