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
551
$12.1K ﹤0.01%
2,983
-1,360
552
$11.9K ﹤0.01%
1,279
+710
553
$11.8K ﹤0.01%
+505
554
$11.6K ﹤0.01%
+75
555
$11.4K ﹤0.01%
253
-127
556
$11K ﹤0.01%
+210
557
$10.9K ﹤0.01%
243
-464
558
$10.7K ﹤0.01%
876
559
$10.7K ﹤0.01%
+654
560
$10.7K ﹤0.01%
105
561
$10.5K ﹤0.01%
135
-114
562
$10.4K ﹤0.01%
75
563
$10.1K ﹤0.01%
190
564
$10.1K ﹤0.01%
+175
565
$9.83K ﹤0.01%
146
566
$9.6K ﹤0.01%
+33
567
$9.48K ﹤0.01%
+468
568
$8.8K ﹤0.01%
+1,417
569
$8.74K ﹤0.01%
2,202
-1,858
570
$8.63K ﹤0.01%
974
-5,017
571
$8.58K ﹤0.01%
382
-1,292
572
$8.45K ﹤0.01%
33
573
$8K ﹤0.01%
648
574
$7.99K ﹤0.01%
187
575
$7.9K ﹤0.01%
145
-4,614
21 22
23
24 25