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
501
$58.9K 0.01%
1,105
502
$58.7K 0.01%
1,185
503
$58.3K 0.01%
+603
504
$57.3K 0.01%
650
505
$56.8K 0.01%
914
506
$56.7K 0.01%
1,883
507
$56.7K 0.01%
+821
508
$55.6K 0.01%
1,559
509
$54.7K 0.01%
+315
510
$53.6K 0.01%
641
511
$53.6K 0.01%
1,000
-220
512
$52.7K 0.01%
807
513
$52.7K 0.01%
385
-92
514
$52.4K 0.01%
21
515
$51.9K 0.01%
1,313
516
$51.6K 0.01%
2,934
+23
517
$51.6K 0.01%
+1,399
518
$51.4K 0.01%
1,469
519
$51.4K 0.01%
610
-29
520
$51.1K 0.01%
+2,122
521
$51.1K 0.01%
346
522
$50.1K 0.01%
832
-3,446
523
$50.1K 0.01%
1,236
+928
524
$49.2K 0.01%
776
-56
525
$49K 0.01%
274
19 20
21
22 23