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
676
$9.76K ﹤0.01%
33
677
$9.73K ﹤0.01%
+1,737
678
$9.64K ﹤0.01%
105
679
$9.55K ﹤0.01%
108
-64
680
$9.53K ﹤0.01%
85
681
$9.34K ﹤0.01%
1,240
-20,687
682
$9.09K ﹤0.01%
324
683
$8.96K ﹤0.01%
1,747
684
$8.94K ﹤0.01%
302
685
$8.84K ﹤0.01%
180
686
$8.73K ﹤0.01%
129
-203
687
$8.69K ﹤0.01%
+115
688
$8.6K ﹤0.01%
135
689
$8.35K ﹤0.01%
116
690
$8.18K ﹤0.01%
204,500
691
$8.02K ﹤0.01%
20
692
$7.84K ﹤0.01%
113
+24
693
$7.68K ﹤0.01%
1,765
694
$7.56K ﹤0.01%
100
695
$7.55K ﹤0.01%
407
696
$7.44K ﹤0.01%
102
697
$7.26K ﹤0.01%
187
698
$7.25K ﹤0.01%
158
699
$7.18K ﹤0.01%
189
700
$7.13K ﹤0.01%
29
-79
26 27
28
29 30