AA

Atmos Advisory Portfolio holdings

AUM $164M
1-Year Est. Return 6.03%
This Quarter Est. Return
1 Year Est. Return
+6.03%
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 +$16.6M
2 +$9.42M
3 +$2.09M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.85M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.36M

Top Sells

1 +$15.8M
2 +$5.39M
3 +$4.59M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$3.11M
5
BND icon
Vanguard Total Bond Market
BND
+$2.15M

Sector Composition

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