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
426
$108K 0.02%
435
-3,378
427
$107K 0.02%
716
-76
428
$107K 0.02%
1,032
429
$105K 0.02%
961
430
$104K 0.02%
982
+150
431
$104K 0.02%
483
-153
432
$103K 0.02%
+4,294
433
$103K 0.02%
465
434
$100K 0.02%
6,641
435
$99K 0.02%
1,007
-1,470
436
$98.4K 0.01%
2,978
437
$98.2K 0.01%
1,737
-902
438
$98K 0.01%
1,750
439
$97.7K 0.01%
266
+6
440
$97.7K 0.01%
261
+29
441
$96.3K 0.01%
25,000
442
$96.2K 0.01%
3,109
-945
443
$95.6K 0.01%
5,115
444
$94.6K 0.01%
1,694
445
$93.8K 0.01%
302
446
$92K 0.01%
1,833
+1,497
447
$91.8K 0.01%
480
448
$91.2K 0.01%
1,030
-4
449
$90.9K 0.01%
791
450
$90.2K 0.01%
463
-19
16 17
18
19 20