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
476
$30.4K 0.01%
685
-697
477
$30.3K 0.01%
104
478
$29.7K 0.01%
2,000
479
$29.4K 0.01%
724
480
$29.4K 0.01%
563
-195
481
$27.9K 0.01%
+396
482
$27.7K 0.01%
2,159
+74
483
$27.5K 0.01%
217
484
$27.4K 0.01%
745
485
$27.1K 0.01%
128
486
$27K 0.01%
1,068
-3,099
487
$26.4K 0.01%
641
488
$26K 0.01%
618
489
$25.9K 0.01%
352
490
$25.8K 0.01%
+2,000
491
$25.3K 0.01%
1,314
-1,172
492
$24K 0.01%
96
493
$23.1K 0.01%
1,156
-7,899
494
$22.7K 0.01%
1,786
-8,815
495
$22.5K 0.01%
197
-485
496
$22.4K 0.01%
1,468
-15,291
497
$22.2K 0.01%
1,719
-12,650
498
$22.2K 0.01%
791
499
$22K 0.01%
674
500
$21.9K 0.01%
2,648
-2,018
18 19
20
21 22