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
576
$7.84K ﹤0.01%
330
577
$7.76K ﹤0.01%
293
578
$7.73K ﹤0.01%
201
-105
579
$7.73K ﹤0.01%
442
-3,305
580
$7.71K ﹤0.01%
142
-225
581
$7.57K ﹤0.01%
54
-322
582
$7.28K ﹤0.01%
104
583
$7.1K ﹤0.01%
24
584
$7.04K ﹤0.01%
253
585
$6.82K ﹤0.01%
42
586
$6.75K ﹤0.01%
426
587
$6.6K ﹤0.01%
+187
588
$6.52K ﹤0.01%
209
-1,652
589
$5.87K ﹤0.01%
64
590
$5.77K ﹤0.01%
100
591
$5.49K ﹤0.01%
20
592
$5.09K ﹤0.01%
204,500
593
$4.95K ﹤0.01%
79
-131
594
$4.94K ﹤0.01%
158
595
$4.86K ﹤0.01%
27
596
$4.18K ﹤0.01%
20
-272
597
$4.01K ﹤0.01%
70
598
$3.81K ﹤0.01%
177
599
$3.71K ﹤0.01%
500
600
$3.67K ﹤0.01%
114
22 23
24
25 26