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
$422M
AUM Growth
-$4.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$4.02M
3
+$3.21M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.56M
5
PGX icon
Invesco Preferred ETF
PGX
+$1.53M

Top Sells

1
+$4.28M
2
+$3.4M
3
+$3.04M
4
BBCA icon
JPMorgan BetaBuilders Canada ETF
BBCA
+$2.49M
5
INTC icon
Intel
INTC
+$1.41M

Sector Composition

1 Technology 15.49%
2 Healthcare 7.14%
3 Consumer Staples 6.08%
4 Financials 5.78%
5 Consumer Discretionary 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.73M 0.41%
7,805
-474
52
$1.73M 0.41%
99,204
-642
53
$1.67M 0.4%
30,734
-2,987
54
$1.63M 0.39%
2,612
-230
55
$1.62M 0.38%
4,498
-42
56
$1.57M 0.37%
11,873
-325
57
$1.56M 0.37%
9,555
-1,147
58
$1.56M 0.37%
5,790
-215
59
$1.55M 0.37%
7,861
+6,971
60
$1.53M 0.36%
11,896
+1,676
61
$1.53M 0.36%
12,335
-1
62
$1.52M 0.36%
25,826
-7,700
63
$1.46M 0.35%
25,020
-6,507
64
$1.46M 0.35%
6,868
-580
65
$1.46M 0.34%
31,015
-3,110
66
$1.43M 0.34%
43,999
-2,601
67
$1.42M 0.34%
27,193
-1
68
$1.38M 0.33%
5,894
+60
69
$1.37M 0.33%
22,121
+3,535
70
$1.36M 0.32%
4,424
+720
71
$1.33M 0.31%
44,668
-3,050
72
$1.32M 0.31%
77,159
-1
73
$1.29M 0.31%
5,471
74
$1.28M 0.3%
27,447
-5,493
75
$1.26M 0.3%
24,281
-27,197
1 2
3
4 5