AA
Atmos Advisory Portfolio holdings
AUM
$157M
This Quarter Return
-3.74%
1 Year Return
+8.05%
3 Year Return
+20.99%
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
+$121M
(+0.79%)
Cap. Flow
+$5.56M
Cap. Flow
% of AUM
4.61%
Top 10 Holdings %
Top 10 Hldgs %
84.15%
Holding
21
New
–
Increased
17
Reduced
4
Closed
–
Top Buys
| 1 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$2.15M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$1.08M |
| 3 |
Vanguard Total Bond Market
BND
|
$965K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$938K |
| 5 |
Vanguard Small-Cap ETF
VB
|
$708K |
Top Sells
| 1 |
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
|
$1.3M |
| 2 |
Vanguard Value ETF
VTV
|
$232K |
| 3 |
Vanguard ESG US Stock ETF
ESGV
|
$215K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$189K |
