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
451
$45.9K 0.01%
+1,750
452
$45.6K 0.01%
400
-579
453
$44.9K 0.01%
4,359
+2,290
454
$44.7K 0.01%
1,181
455
$44.6K 0.01%
144
-117
456
$43.8K 0.01%
1,157
457
$42.9K 0.01%
1,440
458
$42.6K 0.01%
7,410
+6,825
459
$41.6K 0.01%
5,000
460
$41.1K 0.01%
290
461
$40.2K 0.01%
468
-316
462
$39.5K 0.01%
1,513
463
$37.3K 0.01%
+303
464
$35.7K 0.01%
400
-1,800
465
$35.1K 0.01%
178
-29
466
$34.5K 0.01%
1,212
467
$33K 0.01%
420
-474
468
$32.9K 0.01%
341
469
$32.2K 0.01%
831
-600
470
$32.1K 0.01%
1,131
471
$31.7K 0.01%
+869
472
$31.7K 0.01%
1,156
-521
473
$31.7K 0.01%
1,170
-4,940
474
$31.1K 0.01%
160
475
$30.4K 0.01%
6,695
17 18
19
20 21