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
$426M
AUM Growth
+$90.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$3.04M
3
+$2.83M
4
BBCA icon
JPMorgan BetaBuilders Canada ETF
BBCA
+$2.75M
5
IMTM icon
iShares MSCI Intl Momentum Factor ETF
IMTM
+$2.53M

Top Sells

1
+$2.03M
2
+$1.91M
3
+$1.54M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.04M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$1.01M

Sector Composition

1 Technology 15.2%
2 Healthcare 7.41%
3 Consumer Staples 5.65%
4 Consumer Discretionary 4.66%
5 Financials 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$96.5K 0.02%
3,723
377
$93K 0.02%
622
378
$92.5K 0.02%
+1,759
379
$89.1K 0.02%
+890
380
$87.2K 0.02%
1,759
381
$86.9K 0.02%
+236
382
$86.6K 0.02%
16,518
-10,417
383
$86.4K 0.02%
3,058
+613
384
$85.7K 0.02%
512
+62
385
$84.4K 0.02%
3,553
-16,409
386
$84.3K 0.02%
+5,115
387
$83.9K 0.02%
984
-145
388
$83.9K 0.02%
+437
389
$82.7K 0.02%
2,971
390
$80.4K 0.02%
7,964
-1,708
391
$79.9K 0.02%
898
392
$79.6K 0.02%
2,130
-610
393
$78.2K 0.02%
2,133
-11,475
394
$78.1K 0.02%
3,229
+659
395
$78K 0.02%
2,106
396
$76.2K 0.02%
+645
397
$75.2K 0.02%
1,797
398
$75K 0.02%
3,118
-1,412
399
$74.2K 0.02%
7,622
-1,678
400
$72.8K 0.02%
2,634
14 15
16
17 18