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
401
$136K 0.02%
2,728
402
$135K 0.02%
2,512
-440
403
$135K 0.02%
2,675
+1,795
404
$134K 0.02%
9,000
405
$133K 0.02%
6,824
+462
406
$130K 0.02%
659
407
$130K 0.02%
1,500
408
$130K 0.02%
879
409
$129K 0.02%
1,850
-1,286
410
$126K 0.02%
2,144
-4,406
411
$125K 0.02%
2,940
-19
412
$125K 0.02%
4,266
413
$124K 0.02%
+2,902
414
$123K 0.02%
1,110
-3,276
415
$121K 0.02%
1,364
416
$120K 0.02%
6,968
417
$119K 0.02%
3,207
418
$116K 0.02%
2,352
419
$113K 0.02%
2,622
420
$111K 0.02%
2,955
+2,803
421
$111K 0.02%
6,511
-502
422
$109K 0.02%
485
423
$109K 0.02%
1,328
424
$109K 0.02%
353
425
$108K 0.02%
2,757
15 16
17
18 19