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
426
$57.1K 0.01%
276
427
$56.1K 0.01%
2,405
-135
428
$56K 0.01%
+500
429
$55.8K 0.01%
+500
430
$55.3K 0.01%
1,736
431
$54.2K 0.01%
1,700
432
$53.1K 0.01%
1,238
-256
433
$51.9K 0.01%
302
434
$51.8K 0.01%
4,353
-975
435
$51.7K 0.01%
1,755
436
$51.6K 0.01%
2,678
+45
437
$50.8K 0.01%
1,478
-4,501
438
$50.3K 0.01%
499
439
$50.1K 0.01%
2,900
440
$50.1K 0.01%
424
441
$49.8K 0.01%
693
-55
442
$49.7K 0.01%
996
-248
443
$49.5K 0.01%
1,485
444
$48.6K 0.01%
+453
445
$48.1K 0.01%
604
446
$47.8K 0.01%
962
-2,512
447
$47.7K 0.01%
920
+584
448
$47.6K 0.01%
548
449
$46.7K 0.01%
2,844
-5,591
450
$46.7K 0.01%
2,768
-3,276
16 17
18
19 20