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
76
$1.64M 0.25%
7,436
+939
77
$1.6M 0.24%
21,505
-2,213
78
$1.58M 0.24%
+8,040
79
$1.56M 0.24%
8,575
+398
80
$1.52M 0.23%
37,781
+24,774
81
$1.51M 0.23%
6,805
-13
82
$1.51M 0.23%
3,214
-106
83
$1.47M 0.22%
7,562
+2,602
84
$1.47M 0.22%
15,491
+5,839
85
$1.46M 0.22%
60,273
-2,157
86
$1.45M 0.22%
25,316
-7,579
87
$1.39M 0.21%
30,835
-8,042
88
$1.35M 0.21%
41,218
+5,685
89
$1.32M 0.2%
4,586
+1,018
90
$1.28M 0.19%
2,656
91
$1.27M 0.19%
25,380
+3,290
92
$1.24M 0.19%
8,840
+2,963
93
$1.24M 0.19%
22,034
94
$1.22M 0.18%
8,783
95
$1.19M 0.18%
8,718
+195
96
$1.18M 0.18%
+22,691
97
$1.17M 0.18%
8,354
98
$1.16M 0.18%
59,335
-12,810
99
$1.15M 0.17%
12,863
100
$1.14M 0.17%
2,554
+2,418
2 3
4
5 6