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
$422M
AUM Growth
-$4.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$4.02M
3
+$3.21M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.56M
5
PGX icon
Invesco Preferred ETF
PGX
+$1.53M

Top Sells

1
+$4.28M
2
+$3.4M
3
+$3.04M
4
BBCA icon
JPMorgan BetaBuilders Canada ETF
BBCA
+$2.49M
5
INTC icon
Intel
INTC
+$1.41M

Sector Composition

1 Technology 15.49%
2 Healthcare 7.14%
3 Consumer Staples 6.08%
4 Financials 5.78%
5 Consumer Discretionary 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$251K 0.06%
5,491
+4,806
252
$251K 0.06%
1,273
-219
253
$249K 0.06%
2,137
254
$247K 0.06%
1,773
-915
255
$245K 0.06%
881
+100
256
$244K 0.06%
9,564
-5,286
257
$242K 0.06%
8,334
-338
258
$236K 0.06%
1,984
259
$236K 0.06%
989
+861
260
$234K 0.06%
26,758
-1,548
261
$226K 0.05%
1,971
-2,124
262
$226K 0.05%
3,651
-252
263
$220K 0.05%
1,476
+698
264
$214K 0.05%
4,100
265
$212K 0.05%
2,238
-1,656
266
$212K 0.05%
3,306
267
$211K 0.05%
20,958
268
$209K 0.05%
1,095
+32
269
$209K 0.05%
3,639
-197
270
$208K 0.05%
3,365
+88
271
$207K 0.05%
814
+15
272
$207K 0.05%
11,591
-868
273
$204K 0.05%
8,140
+4,883
274
$204K 0.05%
778
-81
275
$203K 0.05%
3,201
-1
9 10
11
12 13