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
$277M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.51M
3
+$1.44M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.25M
5
WBA
Walgreens Boots Alliance
WBA
+$1.18M

Top Sells

1
+$2.9M
2
+$1.12M
3
+$931K
4
SHPG
Shire pic
SHPG
+$813K
5
AAPL icon
Apple
AAPL
+$770K

Sector Composition

1 Healthcare 9.33%
2 Technology 8.9%
3 Financials 7.89%
4 Consumer Staples 7.31%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$382K 0.14%
9,169
-390
177
$380K 0.14%
+5,700
178
$376K 0.14%
+8,894
179
$375K 0.14%
2,196
+249
180
$373K 0.13%
10,057
181
$348K 0.13%
5,159
182
$348K 0.13%
15,671
-149
183
$345K 0.12%
9,131
-708
184
$339K 0.12%
2,996
185
$336K 0.12%
11,526
-3,600
186
$335K 0.12%
8,196
187
$335K 0.12%
17,722
188
$334K 0.12%
18,678
+15,528
189
$329K 0.12%
2,001
+123
190
$329K 0.12%
8,110
191
$328K 0.12%
6,891
-387
192
$324K 0.12%
2,871
193
$324K 0.12%
4,000
194
$319K 0.12%
4,911
-2,068
195
$317K 0.11%
8,880
196
$316K 0.11%
11,247
+783
197
$312K 0.11%
1,977
-1,713
198
$312K 0.11%
+11,334
199
$310K 0.11%
6,172
+408
200
$305K 0.11%
2,505
-170
6 7
8
9 10