AA

Atmos Advisory Portfolio holdings

AUM $173M
1-Year Est. Return 10.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
+$6.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$9.61M
3
+$2.11M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.86M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.32M

Top Sells

1
+$15.6M
2
+$5.39M
3
+$4.59M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$3.16M
5
BND icon
Vanguard Total Bond Market
BND
+$2.14M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-163,648
1
2