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
726
$4.3K ﹤0.01%
135
-1,891
727
$4.24K ﹤0.01%
+45
728
$4.16K ﹤0.01%
103
729
$4.09K ﹤0.01%
20
730
$4.08K ﹤0.01%
30
731
$3.98K ﹤0.01%
12
732
$3.96K ﹤0.01%
12
733
$3.89K ﹤0.01%
225
-2,614
734
$3.83K ﹤0.01%
1,417
735
$3.7K ﹤0.01%
48
-43
736
$3.49K ﹤0.01%
19
737
$3.3K ﹤0.01%
47
738
$3.21K ﹤0.01%
34
739
$3.17K ﹤0.01%
183
740
$3.15K ﹤0.01%
337
741
$2.94K ﹤0.01%
24
742
$2.93K ﹤0.01%
40
-155
743
$2.8K ﹤0.01%
468
744
$2.68K ﹤0.01%
200
745
$2.68K ﹤0.01%
3
746
$2.57K ﹤0.01%
64
747
$2.43K ﹤0.01%
194
748
$2.41K ﹤0.01%
54
749
$2.41K ﹤0.01%
14
750
$2.37K ﹤0.01%
3
28 29
30
31 32