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
401
$72.1K 0.02%
336
402
$71K 0.02%
1,316
+132
403
$70.4K 0.02%
+2,161
404
$69.1K 0.02%
1,965
+738
405
$68.8K 0.02%
852
-3,235
406
$68.3K 0.02%
1,195
-350
407
$68.1K 0.02%
2,005
-3,500
408
$66.7K 0.02%
7,297
-891
409
$66.2K 0.02%
458
-1,030
410
$65.8K 0.02%
2,287
-6,937
411
$65.7K 0.02%
459
-7,275
412
$65.4K 0.02%
1,596
413
$64.8K 0.02%
2,790
414
$64.3K 0.02%
57
415
$64K 0.02%
+348
416
$63.8K 0.02%
699
-971
417
$63.2K 0.01%
1,550
418
$63K 0.01%
1,048
-182
419
$61.9K 0.01%
1,000
420
$61.4K 0.01%
618
421
$60.4K 0.01%
250
-71
422
$59.1K 0.01%
2,802
-778
423
$58K 0.01%
1,400
424
$57.6K 0.01%
3,714
-2,680
425
$57.6K 0.01%
2,249
-350
15 16
17
18 19