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
701
$7K ﹤0.01%
702
-1,058
702
$6.99K ﹤0.01%
112
703
$6.71K ﹤0.01%
108
704
$6.6K ﹤0.01%
52
705
$6.5K ﹤0.01%
260
706
$6.5K ﹤0.01%
196
707
$6.27K ﹤0.01%
57
-44
708
$6.05K ﹤0.01%
62
-62
709
$6.03K ﹤0.01%
1,223
710
$5.95K ﹤0.01%
110
711
$5.72K ﹤0.01%
53
712
$5.56K ﹤0.01%
31
-493
713
$5.4K ﹤0.01%
2
714
$5.29K ﹤0.01%
12
715
$5.22K ﹤0.01%
200
716
$5.19K ﹤0.01%
25
717
$5.11K ﹤0.01%
142
718
$4.97K ﹤0.01%
183
719
$4.89K ﹤0.01%
235
-14
720
$4.67K ﹤0.01%
95
-375
721
$4.49K ﹤0.01%
59
722
$4.4K ﹤0.01%
125
-5,978
723
$4.35K ﹤0.01%
64
-2,655
724
$4.33K ﹤0.01%
38
725
$4.31K ﹤0.01%
587
27 28
29
30 31