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
$144M
AUM Growth
+$3.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$795K
3
+$794K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$712K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$653K

Top Sells

1
+$109K
2
+$37.7K

Sector Composition

1 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.48K 0.01%
366
27
$7.17K 0.01%
316
28
$4.55K ﹤0.01%
176
29
$4.18K ﹤0.01%
226
30
$2.8K ﹤0.01%
105
31
$1.41K ﹤0.01%
67
32
$422 ﹤0.01%
+6
1
2