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
51
$2.86M 0.43%
10,108
+4,243
52
$2.86M 0.43%
19,785
+1,175
53
$2.86M 0.43%
120,735
+6,078
54
$2.85M 0.43%
17,258
+3,165
55
$2.53M 0.38%
146,718
-975
56
$2.52M 0.38%
32,258
+2,273
57
$2.43M 0.37%
5,686
+16
58
$2.41M 0.37%
42,436
-5,085
59
$2.31M 0.35%
36,597
-198
60
$2.14M 0.32%
11,888
-49
61
$2.13M 0.32%
40,453
-7,447
62
$2.13M 0.32%
7,013
+63
63
$2.12M 0.32%
57,058
+43,987
64
$2.07M 0.31%
4,263
-44
65
$1.98M 0.3%
30,800
+720
66
$1.98M 0.3%
4,451
-46
67
$1.94M 0.29%
25,679
-1,268
68
$1.87M 0.28%
11,492
-759
69
$1.84M 0.28%
22,625
+2,011
70
$1.82M 0.28%
30,809
+84
71
$1.77M 0.27%
8,802
-363
72
$1.69M 0.26%
31,211
-2,352
73
$1.67M 0.25%
15,321
74
$1.67M 0.25%
30,614
-1,710
75
$1.65M 0.25%
26,114
-473
1 2
3
4 5