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
526
$48.9K 0.01%
935
527
$48.3K 0.01%
642
-164
528
$48.2K 0.01%
1,856
529
$48K 0.01%
500
530
$47.4K 0.01%
559
531
$47.3K 0.01%
2,775
532
$47.2K 0.01%
1,464
533
$44.6K 0.01%
3,079
534
$44.5K 0.01%
128
-20
535
$44.5K 0.01%
228
536
$44.2K 0.01%
939
537
$43.9K 0.01%
1,107
538
$43K 0.01%
125
539
$42.6K 0.01%
36
540
$42.4K 0.01%
472
541
$42.1K 0.01%
1,357
542
$41.2K 0.01%
366
+16
543
$40.8K 0.01%
234
544
$40.4K 0.01%
935
+250
545
$40.1K 0.01%
350
546
$40K 0.01%
521
+121
547
$39.6K 0.01%
2,031
-2,151
548
$39.2K 0.01%
433
549
$38.7K 0.01%
1,537
550
$38.6K 0.01%
2,376
20 21
22
23 24