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
451
$90K 0.01%
1,509
-436
452
$88K 0.01%
2,061
453
$87.7K 0.01%
497
454
$87.2K 0.01%
3,039
-36
455
$85.9K 0.01%
354
+141
456
$84.8K 0.01%
1,627
457
$84.5K 0.01%
1,748
458
$84.2K 0.01%
310
+76
459
$83.5K 0.01%
259
-70
460
$83.4K 0.01%
395
-151
461
$81.6K 0.01%
4,000
462
$81.3K 0.01%
+9,750
463
$81.2K 0.01%
815
-414
464
$81K 0.01%
3,714
+750
465
$80.9K 0.01%
730
-140
466
$80.9K 0.01%
591
-58
467
$79.5K 0.01%
519
468
$78.8K 0.01%
735
+385
469
$78.6K 0.01%
4,075
470
$78.6K 0.01%
2,875
+857
471
$78.3K 0.01%
22
472
$77.2K 0.01%
4,120
+1,456
473
$77K 0.01%
168
-8
474
$76.8K 0.01%
591
475
$76.4K 0.01%
2,432
-1,016
17 18
19
20 21