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
$149M
AUM Growth
+$5.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.74M
3
+$1.63M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.19M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.01M

Top Sells

1
+$795K
2
+$794K
3
+$653K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$530K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$472K

Sector Composition

1 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-1,462
27
– –
-309
28
– –
-17,711
29
– –
-1,103
30
– –
-1,109
31
– –
-650
32
– –
-154
1
2