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
576
$30.7K ﹤0.01%
131
+100
577
$30.4K ﹤0.01%
1,319
578
$30.3K ﹤0.01%
88
+1
579
$30.1K ﹤0.01%
268
-706
580
$30.1K ﹤0.01%
759
-9,250
581
$30.1K ﹤0.01%
653
582
$29.9K ﹤0.01%
417
583
$29.9K ﹤0.01%
351
584
$29.7K ﹤0.01%
158
585
$28.3K ﹤0.01%
35
+1
586
$28.3K ﹤0.01%
598
587
$28.2K ﹤0.01%
434
588
$28K ﹤0.01%
786
-493
589
$28K ﹤0.01%
830
590
$27.5K ﹤0.01%
3,481
591
$27.2K ﹤0.01%
389
592
$26.8K ﹤0.01%
932
-4,758
593
$26.2K ﹤0.01%
1,646
+823
594
$25.8K ﹤0.01%
5,000
595
$25.7K ﹤0.01%
200
596
$25.5K ﹤0.01%
1,773
-9,317
597
$25.5K ﹤0.01%
300
598
$25.4K ﹤0.01%
1,000
599
$25.2K ﹤0.01%
76
+1
600
$25.1K ﹤0.01%
88
22 23
24
25 26