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
551
$37.7K 0.01%
+1,609
552
$37.7K 0.01%
4,132
553
$37.6K 0.01%
638
-283
554
$37.4K 0.01%
3,856
555
$37.3K 0.01%
2,587
556
$37.2K 0.01%
+3,027
557
$36.6K 0.01%
760
558
$36.4K 0.01%
437
+20
559
$36.3K 0.01%
569
560
$35.7K 0.01%
374
561
$35.5K 0.01%
439
562
$35.3K 0.01%
1,290
563
$34.9K 0.01%
+1,308
564
$34.6K 0.01%
928
565
$34.3K 0.01%
350
-500
566
$34K 0.01%
300
-3,216
567
$33.5K 0.01%
720
568
$33.4K 0.01%
581
569
$33K 0.01%
620
+504
570
$32.7K 0.01%
975
571
$32.2K ﹤0.01%
1,529
572
$32.1K ﹤0.01%
967
-7,315
573
$31.7K ﹤0.01%
60,000
574
$31.5K ﹤0.01%
134
575
$31.5K ﹤0.01%
1,516
-444
21 22
23
24 25