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Albert Gutierrez

@Atlas Capital Advisors Llc

Latest period2024 - Q3ReportedManaged Assets$656.123MTotal holdings902
Assets growth rate-14.79%Assets growth rate (2-Q avg)2.74%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Atlas Capital Advisors Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 902 positions.

Assets under management

The assets under management (AUM) of Atlas Capital Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 656.123M in assets, with a quarterly growth rate of -14.79% and a 2-quarter average growth rate of 2.74%. The portfolio is managed by Albert Gutierrez, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VGKVanguard European Stock Etf
Recent Activity
Decreased -16.35%
2.59%
$16.959M
238,522 shares@ $71.11 avg price
IMTMIshares Edge Msci Intl Etf
Recent Activity
Decreased -4.95%
2.17%
$14.228M
352,355 shares@ $40.39 avg price
VGTVanguard Information Technology Etf
Recent Activity
Decreased -2.36%
1.93%
$12.619M
21,515 shares@ $586.54 avg price
XLFSpdr S P Financial Etf
Recent Activity
Decreased -3.97%
1.78%
$11.618M
256,354 shares@ $45.33 avg price
VOEVanguard Mid-cap Value Etf
Recent Activity
Decreased -26.22%
1.58%
$10.345M
61,698 shares@ $167.68 avg price
AAPLApple Inc
Recent Activity
Decreased -42.76%
1.51%
$9.863M
42,329 shares@ $233.0 avg price
VFHVanguard Financials Etf
Recent Activity
Decreased -4.9%
1.49%
$9.722M
88,454 shares@ $109.91 avg price
IVLUIshares Edge Msci Intl Value Factor Etf
Recent Activity
Decreased -5.96%
1.46%
$9.571M
324,110 shares@ $29.54 avg price
VPLVanguard Ftse Pacific Etf
Recent Activity
Decreased -2.07%
1.25%
$8.196M
104,553 shares@ $78.39 avg price
XLCSpdr Communications Services Etf
Recent Activity
Decreased -22.45%
1.17%
$7.624M
84,332 shares@ $90.41 avg price