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
601
$25K ﹤0.01%
+1,080
602
$24.9K ﹤0.01%
85
-8
603
$24.6K ﹤0.01%
+1,388
604
$24.6K ﹤0.01%
678
605
$24.4K ﹤0.01%
476
606
$23.2K ﹤0.01%
76
607
$22.7K ﹤0.01%
111
608
$22.6K ﹤0.01%
+59
609
$22.5K ﹤0.01%
+56
610
$22.5K ﹤0.01%
354
611
$22.4K ﹤0.01%
+336
612
$22.3K ﹤0.01%
3,504
613
$22.2K ﹤0.01%
274
-3,365
614
$22.2K ﹤0.01%
650
615
$22.1K ﹤0.01%
182
-132
616
$21.7K ﹤0.01%
350
617
$21.7K ﹤0.01%
+870
618
$21.6K ﹤0.01%
2,341
619
$21.4K ﹤0.01%
196
620
$20.9K ﹤0.01%
733
-703
621
$20.7K ﹤0.01%
+458
622
$20.4K ﹤0.01%
352
623
$20.3K ﹤0.01%
101
624
$20.3K ﹤0.01%
304
625
$20.1K ﹤0.01%
120
23 24
25
26 27