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
326
$225K 0.03%
5,308
+4,600
327
$223K 0.03%
3,217
+3,063
328
$223K 0.03%
998
329
$220K 0.03%
3,015
-1,381
330
$218K 0.03%
19,305
-764
331
$217K 0.03%
3,834
-1,563
332
$217K 0.03%
20,698
-931
333
$216K 0.03%
5,133
334
$216K 0.03%
3,066
+2,666
335
$212K 0.03%
6,207
-747
336
$211K 0.03%
2,308
337
$209K 0.03%
2,508
+264
338
$208K 0.03%
4,399
-236
339
$206K 0.03%
2,416
+600
340
$204K 0.03%
2,170
-40
341
$203K 0.03%
5,960
-166
342
$203K 0.03%
+550
343
$202K 0.03%
17,449
344
$200K 0.03%
2,135
-557
345
$200K 0.03%
890
+600
346
$198K 0.03%
6,749
-926
347
$196K 0.03%
8,158
+570
348
$195K 0.03%
+7,674
349
$192K 0.03%
2,535
-392
350
$191K 0.03%
+4,525
12 13
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