Portfolio (Quarterly)
Guide ↗
ATLAS CAPITAL ADVISORS INC.
· CIK 0001434165| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | KRC | Kilroy Realty Corp | Real Estate | 349 | $13K | 0.00% | SOLD |
| 22 | LEG | Leggett Platt Inc | Consumer Cyclical | 975 | $11K | 0.00% | SOLD |
| 23 | EMLC | Vaneck Vectors Jp Morgan EM Lc Bd ETF | — | 405 | $10K | 0.00% | SOLD |
| 24 | GTM | ZoomInfo Technologies Inc | Technology | 923 | $9K | 0.00% | SOLD |
| 25 | CHT | Chunghwa Telecom Co Ltd | Communication Services | 199 | $8K | 0.00% | SOLD |
| 26 | ZBRA | Zebra Technologies Corp | Technology | 33 | $8K | 0.00% | SOLD |
| 27 | — | SynovUS Financial Corp | — | 139 | $7K | 0.00% | SOLD |
| 28 | HRB | H R Block Inc | Consumer Cyclical | 135 | $6K | 0.00% | SOLD |
| 29 | — | Walgreens Boots | — | 10,396 | $6K | 0.00% | SOLD |
| 30 | EMB | iShares JP Morgan EM Bond ETF | — | 50 | $5K | 0.00% | SOLD |
| 31 | TS | Tenaris Sa | Energy | 108 | $4K | — | SOLD |
| 32 | — | FRONTIER COMMUNICATIONS PARENT ORD | — | 97 | $4K | — | SOLD |
| 33 | FROG | JFrog Ltd | Technology | 55 | $3K | — | SOLD |
| 34 | — | Red Pine Exploration | — | 29,660 | $3K | — | SOLD |
| 35 | FG | F G Annuities And Life Inc | Financial Services | 67 | $2K | — | SOLD |
| 36 | — | Exact Sciences Corp | — | 14 | $1K | — | SOLD |
| 37 | DOCU | Docusign Inc | Technology | 14 | $957.0 | — | SOLD |
| 38 | FIX | Comfort Systems USA Inc | Industrials | 1 | $933.0 | — | SOLD |
| 39 | — | Etsy Inc Com | — | 16 | $887.0 | — | SOLD |
| 40 | PLNT | Planet Fitness Inc | Consumer Cyclical | 7 | $759.0 | — | SOLD |
Sector Allocation
Technology
24.4%
Financial Services
18.0%
Consumer Defensive
14.0%
Healthcare
11.2%
Communication Services
10.5%
Consumer Cyclical
8.0%
Industrials
7.5%
Energy
2.8%
Basic Materials
1.7%
Utilities
1.3%