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
301
$256K 0.04%
6,282
-485
302
$255K 0.04%
3,767
303
$251K 0.04%
2,016
+2,000
304
$249K 0.04%
2,439
305
$248K 0.04%
1,214
+182
306
$248K 0.04%
3,847
307
$247K 0.04%
2,616
-2,775
308
$247K 0.04%
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309
$246K 0.04%
1,563
310
$246K 0.04%
12,000
311
$243K 0.04%
9,243
312
$243K 0.04%
10,905
313
$242K 0.04%
+3,402
314
$241K 0.04%
540
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315
$241K 0.04%
28,028
-1,944
316
$240K 0.04%
855
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317
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320
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321
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322
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+4,363
323
$231K 0.04%
472
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324
$230K 0.03%
8,430
325
$230K 0.03%
10,000
11 12
13
14 15