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
176
$404K 0.14%
1,991
-1,801
177
$401K 0.14%
+5,637
178
$401K 0.14%
+1,554
179
$394K 0.14%
10,432
-1,241
180
$391K 0.14%
25,478
+2,869
181
$389K 0.14%
8,283
-1,195
182
$379K 0.13%
+5,372
183
$379K 0.13%
2,498
-236
184
$374K 0.13%
64,278
+1,952
185
$374K 0.13%
2,629
186
$372K 0.13%
1,740
-153
187
$371K 0.13%
48,216
+23,600
188
$370K 0.13%
+20,443
189
$366K 0.13%
10,511
-11,240
190
$361K 0.13%
7,465
-893
191
$357K 0.13%
9,661
-1,433
192
$355K 0.13%
16,870
193
$352K 0.12%
3,969
-303
194
$351K 0.12%
6,719
-325
195
$351K 0.12%
5,925
-16,171
196
$350K 0.12%
8,196
-1,896
197
$345K 0.12%
+17,180
198
$338K 0.12%
4,000
199
$332K 0.12%
3,180
200
$331K 0.12%
15,730
-1,686
6 7
8
9 10