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
176
$571K 0.09%
10,321
-11,556
177
$571K 0.09%
14,265
178
$567K 0.09%
5,957
+1,740
179
$567K 0.09%
7,571
180
$565K 0.09%
27,856
181
$562K 0.09%
+5,735
182
$560K 0.08%
3,230
183
$557K 0.08%
9,311
-885
184
$551K 0.08%
5,775
+2,939
185
$545K 0.08%
6,890
+543
186
$545K 0.08%
5,398
+440
187
$531K 0.08%
4,871
+585
188
$526K 0.08%
4,898
+441
189
$525K 0.08%
1,151
-7
190
$524K 0.08%
5,800
191
$524K 0.08%
6,798
-1,700
192
$517K 0.08%
18,079
+8,267
193
$514K 0.08%
5,353
194
$508K 0.08%
13,542
195
$505K 0.08%
16,973
-2,047
196
$491K 0.07%
649
-19
197
$488K 0.07%
6,358
-98
198
$486K 0.07%
21,104
-310
199
$475K 0.07%
2,897
-255
200
$474K 0.07%
2,542
-79
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8
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