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
526
$16.6K ﹤0.01%
1,669
-755
527
$16.5K ﹤0.01%
237
528
$16.4K ﹤0.01%
168
529
$16.4K ﹤0.01%
467
-2,640
530
$16.2K ﹤0.01%
+215
531
$15.7K ﹤0.01%
1,052
532
$15.7K ﹤0.01%
+500
533
$15.6K ﹤0.01%
3,521
534
$15.4K ﹤0.01%
+79
535
$15K ﹤0.01%
+123
536
$14.9K ﹤0.01%
248
537
$14.5K ﹤0.01%
+1,108
538
$14.5K ﹤0.01%
335
+4
539
$14.4K ﹤0.01%
1,952
540
$13.9K ﹤0.01%
40
541
$13.8K ﹤0.01%
216
542
$13.1K ﹤0.01%
+148
543
$12.9K ﹤0.01%
487
-486
544
$12.9K ﹤0.01%
330
545
$12.5K ﹤0.01%
+217
546
$12.5K ﹤0.01%
500
547
$12.4K ﹤0.01%
+250
548
$12.3K ﹤0.01%
117
549
$12.3K ﹤0.01%
100
550
$12.3K ﹤0.01%
1,319
20 21
22
23 24