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
501
$21.7K 0.01%
315
502
$21.7K 0.01%
264
503
$21.6K 0.01%
417
-624
504
$21K ﹤0.01%
65
-100
505
$20.1K ﹤0.01%
109
506
$20K ﹤0.01%
916
507
$20K ﹤0.01%
3,290
-2,254
508
$19.9K ﹤0.01%
381
509
$19.7K ﹤0.01%
317
510
$19.5K ﹤0.01%
170
+58
511
$19.4K ﹤0.01%
380
512
$19.1K ﹤0.01%
485
-546
513
– –
0
514
$18.5K ﹤0.01%
+1,169
515
$18.4K ﹤0.01%
142
-2,836
516
$18.3K ﹤0.01%
+1,003
517
$18.1K ﹤0.01%
268
-269
518
$18K ﹤0.01%
621
519
$17.9K ﹤0.01%
93
-21
520
$17.8K ﹤0.01%
+650
521
$17.6K ﹤0.01%
490
522
$17.5K ﹤0.01%
114
-52
523
$16.8K ﹤0.01%
482
-67
524
$16.8K ﹤0.01%
610
525
$16.7K ﹤0.01%
430
19 20
21
22 23