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
751
$2.33K ﹤0.01%
8
-460
752
$2.3K ﹤0.01%
129
753
$2.26K ﹤0.01%
400
754
$2.24K ﹤0.01%
896
755
$2.21K ﹤0.01%
16
756
$2.19K ﹤0.01%
114
757
$2.06K ﹤0.01%
68
758
$2.03K ﹤0.01%
24
759
$1.87K ﹤0.01%
138
760
$1.79K ﹤0.01%
29
761
$1.74K ﹤0.01%
25
762
$1.73K ﹤0.01%
53
-73
763
$1.62K ﹤0.01%
10
764
$1.56K ﹤0.01%
+17
765
$1.51K ﹤0.01%
45
766
$1.49K ﹤0.01%
+45
767
$1.45K ﹤0.01%
28
768
$1.25K ﹤0.01%
5
769
$1.23K ﹤0.01%
11
770
$1.2K ﹤0.01%
21
771
$1.18K ﹤0.01%
7
-23
772
$1.17K ﹤0.01%
7
773
$1.03K ﹤0.01%
11
774
$1.03K ﹤0.01%
300
775
$1.02K ﹤0.01%
14
29 30
31
32 33