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
176
$721K 0.09%
13,431
177
$719K 0.09%
+5,800
178
$719K 0.09%
14,796
+7,863
179
$716K 0.09%
14,695
+2,283
180
$715K 0.09%
15,752
+943
181
$701K 0.09%
19,635
+426
182
$699K 0.09%
19,157
-92
183
$688K 0.09%
6,911
+2,441
184
$687K 0.09%
3,057
-132
185
$675K 0.09%
17,581
-321
186
$664K 0.08%
5,735
+5,700
187
$658K 0.08%
4,784
+855
188
$656K 0.08%
8,657
-2,577
189
$654K 0.08%
7,077
-252
190
$649K 0.08%
2,860
+2,850
191
$645K 0.08%
3,707
-30
192
$640K 0.08%
5,097
-25
193
$633K 0.08%
7,888
+2,982
194
$621K 0.08%
3,600
+2,000
195
$616K 0.08%
2,476
196
$608K 0.08%
+6,042
197
$606K 0.08%
+8,908
198
$603K 0.08%
+11,968
199
$598K 0.08%
6,632
-1,704
200
$597K 0.08%
3,652
+64
6 7
8
9 10