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
351
$191K 0.03%
1,186
352
$191K 0.03%
7,277
+1,228
353
$191K 0.03%
2,631
+2,310
354
$191K 0.03%
263
355
$189K 0.03%
1,054
-370
356
$188K 0.03%
2,585
+97
357
$188K 0.03%
3,367
-421
358
$188K 0.03%
+1,391
359
$186K 0.03%
4,058
360
$185K 0.03%
8,153
+2,035
361
$184K 0.03%
8,502
-702
362
$183K 0.03%
4,981
-1,384
363
$180K 0.03%
3,000
364
$176K 0.03%
18,295
+10,092
365
$176K 0.03%
4,980
-224
366
$175K 0.03%
16,594
367
$174K 0.03%
8,343
368
$173K 0.03%
610
+18
369
$172K 0.03%
7,423
-2,055
370
$172K 0.03%
2,156
+595
371
$172K 0.03%
4,649
372
$165K 0.03%
10,363
-67,682
373
$164K 0.02%
1,635
+1,449
374
$164K 0.02%
792
375
$163K 0.02%
1,915
+1,324
13 14
15
16 17