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
476
$76.3K 0.01%
675
477
$75.4K 0.01%
633
478
$74.5K 0.01%
304
-408
479
$74.5K 0.01%
1,670
-1,037
480
$74.3K 0.01%
+2,000
481
$73.7K 0.01%
8,798
482
$72.1K 0.01%
150
483
$70.8K 0.01%
+1,358
484
$70.8K 0.01%
+2,957
485
$69.9K 0.01%
1,450
+450
486
$69.7K 0.01%
668
487
$69.4K 0.01%
1,229
488
$68.9K 0.01%
+248
489
$67.9K 0.01%
3,812
490
$67.8K 0.01%
1,200
491
$67.4K 0.01%
4,292
+1,568
492
$65.5K 0.01%
9,247
+8,059
493
$65.3K 0.01%
+1,285
494
$64.3K 0.01%
+1,373
495
$64.1K 0.01%
+1,827
496
$63.7K 0.01%
2,976
-2,878
497
$63.5K 0.01%
3,775
498
$63.5K 0.01%
10,000
499
$62.7K 0.01%
228
-162
500
$59.7K 0.01%
555
+2
18 19
20
21 22