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
$660M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
966
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.64M
3
+$1.58M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.44M
5
BBCA icon
JPMorgan BetaBuilders Canada ETF
BBCA
+$1.34M

Top Sells

1
+$9.14M
2
+$3.09M
3
+$2.85M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.79M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.57M

Sector Composition

1 Technology 12.46%
2 Consumer Staples 8.24%
3 Financials 5.48%
4 Healthcare 4.94%
5 Consumer Discretionary 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$354K 0.05%
+6,886
252
$352K 0.05%
2,116
+362
253
$348K 0.05%
5,977
254
$347K 0.05%
6,042
+199
255
$343K 0.05%
5,210
+3,767
256
$342K 0.05%
11,578
257
$338K 0.05%
7,683
-1,000
258
$337K 0.05%
1,751
259
$335K 0.05%
3,600
260
$333K 0.05%
1,622
-387
261
$330K 0.05%
956
262
$328K 0.05%
2,495
-104
263
$327K 0.05%
1,767
264
$324K 0.05%
1,428
-1,557
265
$321K 0.05%
15,336
+959
266
$321K 0.05%
5,319
267
$319K 0.05%
8,141
268
$319K 0.05%
7,411
269
$316K 0.05%
4,396
270
$316K 0.05%
7,602
271
$313K 0.05%
418
272
$313K 0.05%
1,981
-657
273
$304K 0.05%
4,401
-1,016
274
$304K 0.05%
3,071
275
$302K 0.05%
2,750
-711
9 10
11
12 13