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
State Street Communication Services Select Sector SPDR ETF
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
State Street Technology Select Sector SPDR ETF
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
651
$14.3K ﹤0.01%
500
652
$14.1K ﹤0.01%
297
+92
653
$13.9K ﹤0.01%
143
654
$13.9K ﹤0.01%
99
655
$13.8K ﹤0.01%
+252
656
$13.8K ﹤0.01%
252
657
$13.8K ﹤0.01%
+1,076
658
$13.8K ﹤0.01%
256
-1,434
659
$13.6K ﹤0.01%
280
-64
660
$13.5K ﹤0.01%
500
661
$13.5K ﹤0.01%
161
-614
662
$12.8K ﹤0.01%
+311
663
$12.5K ﹤0.01%
500
664
$12.3K ﹤0.01%
570
665
$11.9K ﹤0.01%
339
-63
666
$11.6K ﹤0.01%
39
-12
667
$11.6K ﹤0.01%
160
-221
668
$11.1K ﹤0.01%
+8
669
$10.8K ﹤0.01%
519
670
$10.7K ﹤0.01%
424
671
$10.6K ﹤0.01%
131
672
$10.5K ﹤0.01%
2,607
673
$10.3K ﹤0.01%
+8
674
$10.1K ﹤0.01%
102
675
$9.83K ﹤0.01%
25
25 26
27
28 29