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
626
$20.1K ﹤0.01%
245
+117
627
$20K ﹤0.01%
109
-116
628
$19.6K ﹤0.01%
587
629
$19.4K ﹤0.01%
+279
630
$18.8K ﹤0.01%
163
631
$18.8K ﹤0.01%
300
632
$18.8K ﹤0.01%
1,359
633
$18.6K ﹤0.01%
118
+51
634
$18.4K ﹤0.01%
40
-93
635
$18.3K ﹤0.01%
75
-54
636
$18.1K ﹤0.01%
138
-668
637
$18K ﹤0.01%
628
-105
638
$18K ﹤0.01%
177
-172
639
$17.6K ﹤0.01%
802
-226
640
$17.4K ﹤0.01%
76
641
$17K ﹤0.01%
382
642
$16.6K ﹤0.01%
1,337
-245
643
$16.1K ﹤0.01%
56
644
$15.8K ﹤0.01%
153
645
$15.7K ﹤0.01%
251
-599
646
$15.6K ﹤0.01%
174
-780
647
$15.3K ﹤0.01%
1,000
648
$15K ﹤0.01%
402
-120
649
$14.6K ﹤0.01%
456
650
$14.6K ﹤0.01%
77
-40
24 25
26
27 28